Placing a job on hold
If you’ve got a job that is delayed, place it on hold and come back to it later.
How do I place a job on hold?
You can place any job on hold, as long as it hasn’t been marked as completed, lost or cancelled.
To place a job on hold, just visit the job in question and select ‘ Place job on hold‘ from the Actions menu.
You can view all jobs that are on hold from the ‘Jobs’ section – change the filter to ‘Held’ jobs and they’ll be listed for you to review.
Set a reminder for a held job
When you place a job on hold, we’ll ask you if you’d like to create a task for that job.
This acts as a reminder to follow-up that job.
You can set any task, assign it to anyone on your team, and add any due date you choose.
For example, you might want to set a reminder in 60 days time to phone the customer to see if work can progress, or remind yourself in 30 days time to schedule the work.