Delete a project

Updated Nov 4, 2022

Archive vs delete

The table below outlines important similarities and differences to help you decide which option is best for your business.


 Archive a project Delete a project
Backups Project can be recovered Project cannot be recovered
Client portal Project remains viewable Project is deleted
Emails Future emails appear in your inbox and stay connected to the archived project Future emails appear in your inbox but are not connected to a project
Forms Contracts and all forms remain viewable to both you and the client Contracts and sub-agreements are manually deleted. Other forms remain viewable to both you and the client
Invoices

Leads: Invoices close


Jobs: Invoices stay open

 Invoices are deleted
Reminders Form expiration reminders, appointment reminders, and payment reminders continue to send All reminders stop
Workflows Workflow automation and triggers pause Workflow automation and triggers stop

👋 Here’s a tip… We recommend archiving projects and only deleting accidental or test projects.


Delete a project

Remember, deleted projects can’t be recovered. Make sure you’re 100% certain before deleting a project!


To delete a project, you must first manually delete the contract, all sub-agreements, and all invoices within that project.


Delete contract

  1. While within the project, click the dropdown arrow next to Contract.
  2. Select Remove.

Delete sub-agreements

  1. Click the Forms tab.
  2. Hover over the sub-agreement you wish to delete.
  3. Click the red trashcan icon.

Delete invoices

  1. Click the Invoices tab.

  2. Scroll down and under Payments, click the black trashcan icon to remove any payments applied to the invoice.


  3. Scroll back up and click the Invoice List tab.

  4. Click the red trashcan icon to remove all invoices from the project.


Delete project

  1. Click Projects on the left sidebar.
  2. Under the actions column, click the dropdown arrow.
  3. Select Delete.

👋 Here's a tip... Sent forms remain accessible from deleted projects under the client's profile in Utilities >> Address Book.

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