The On Hold feature allows you to put a temporary stop to Jobs in SingleOps. This can be applied to either all work for one Client, or on an individual Job basis. On Hold is available for Admin users only.
In this article:
When To Use On Hold
Jobs in all stages can be placed On Hold, but its intended use is for Active Jobs
If a Client has not paid for work, and you are not going to continue their Jobs until payment resumes, On Hold is appropriate
If unforeseen circumstances occur and the Client asks for their Jobs to be paused temporarily, On Hold is appropriate
On Hold for Individual Job-level
Navigate to the Job you would like to place on hold
In the upper right, select the yellow Put On Hold button
Confirm OK to Hold for this Job
On Hold for Client-level
Navigate to the Client
In the upper right, select the yellow Put On Hold button
Confirm OK to Hold for all Jobs for this Client
What Does On Hold Job Status Do?
All Visits for the Job will be removed from the Calendar, regardless of Visit Stage (i.e. Active, Completed, and Approved Visits will no longer be displayed on the Calendar). This includes both Unscheduled Visits, Unscheduled (Month) TBD Visits, and Visits scheduled for a particular day and/or Time
*Crew Users cannot change this setting - Visits will be hidden if the Job is On Hold
*Other Users can filter Jobs by “On Hold” or "Not On Hold" status on all Job Management Pages to help clean up your active Jobs list and stay focused on what’s in progress.
Visits are marked with the On Hold tag
If Visits for On Hold Jobs are scheduled on the Visit page, a warning regarding the On Hold Status will appear. If "Confirm" is selected here, the Visit will retain the scheduled date, but it will still not appear on the Calendar for that date until the Job's On Hold status is removed.
If a Client is On Hold, new Jobs or Proposals Created for that Client will display a warning
*Invoices are not affected by On Hold Job Status
Remove On Hold to Resume the Job or Client
Navigate to the Job or Client
In the upper right, select the yellow Take Off Hold button
The Job's Visits will now appear on the Calendar again (refresh, if necessary)