How to add tasks to an invoice after the job has been canceled and rescheduled, and the estimate is marked as The work will not be done on another job?

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Overview

To add tasks back to an invoice after a job is canceled and rescheduled, first go to the job page and click Job Actions to select Remove cancellation. Then, find and duplicate the original estimate linked to the job. This duplication makes the estimate tasks available for booking again, allowing you to add them back to the invoice.

Problem

You can't add tasks back to an invoice after a job was canceled and then rescheduled. The estimate items are marked as The work will not be done on another job.

Solution

Workflow Summary

By following these steps, you can add tasks back to an invoice even after a job is canceled and rescheduled.

Remove Job Cancellation

  1. Go to the job you are working on.

  2. Click Job Actions.

  3. Select Remove cancellation. This lets you book the estimate for this job again.

Duplicate the Estimate

  • On the job page, find the estimate linked to this job.

  • Duplicate the estimate. See Duplicate an estimate.

  • This makes them available to book into a job again.