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Deleting a jobcard

When and how to delete a jobcard — and why it's almost always better to change the status instead

OwnerManager

Pistonlog lets you delete a jobcard, but it's rarely the right move. Most "I don't need this jobcard any more" situations are better solved by changing its status — keeping the history while moving it out of your active workflow.

When to delete

The right reason to delete a jobcard is it should never have existed:

  • Created by mistake — duplicate, wrong customer, test data
  • Booked in then realised it's the wrong garage

When NOT to delete

  • Customer cancelled — use a cancelled status instead. Keeps the history.
  • Estimate they didn't accept — leave it as an estimate. It'll show up in their record and might convert later.
  • Old completed job clogging the list — use filters or move it to an archive status.
  • Wrong work was done — keep the jobcard, add a corrective comment, log it in the activity log.

How to delete

Open the jobcard

From the jobcard list or workflow board.

Open the action menu

Three-dot menu in the jobcard header.

Delete

Click Delete Jobcard, confirm. Requires jobcards.delete — by default only Owner and Manager have it. Deleting an estimate needs estimates.delete on top of that.

Delete Jobcard sits at the bottom of the jobcard's three-dot menu.

What gets deleted

Deleting a jobcard cascades to its children: jobs, labour lines, parts, inspection submissions linked to it, appointments, messages, the activity log, draft invoices, and payments recorded against it. Customer and vehicle records stay (they're shared across the company).

What blocks a delete

Two things stop the delete outright:

  • An issued invoice. Issued invoices are legal VAT documents. Cancel the invoice first (which issues a credit note to preserve the VAT record), or keep the jobcard for your records. Draft invoices don't block anything, they're deleted with the jobcard.
  • A customer approval the customer has replied to. Once an approval request comes back as responded, their answer and signature are evidence of what they agreed to, so the jobcard is locked. Approval requests that are still outstanding don't block the delete.

There's no undo

Deletion is permanent. There's no trash, no restore. If you need to keep a record for any reason — VAT, dispute, audit — don't delete.

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