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.

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).

A jobcard with an issued invoice can't be deleted at all: 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.

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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