What happens when you delete something

Deleting something doesn't remove it straight away. It's soft deleted first, which means it moves to Trash with a window to bring it back if the deletion was a mistake.

How to delete an item

Open the three dot menu on an item in a view, choose Delete, then confirm.

This works the same way across every enabled entity type. Contacts, jobs, tasks, units, services, products, users, all of it. Nothing skips this, so you can rely on deletion behaving consistently no matter what you're deleting.

What happens after you delete it

The item moves to Trash rather than disappearing outright. From there you have 30 days to recover it if you change your mind or realise it was deleted by mistake.

After 30 days, it's permanently removed by an automatic cleanup job. Nobody needs to empty anything manually, and once that job has run, the item is genuinely gone rather than sitting somewhere recoverable. Treat the 30 day window as a real deadline, not just a grace period.

Recovering something from Trash

Open Trash and find the item you want back. From there you can restore it, putting it back where it was before it was deleted.

What happens to anything connected to it

Most of the time, anything that referenced the deleted item keeps that reference exactly as it was. Deleting a contact who has jobs attached, or a service that's used inside existing packages, doesn't pull those connected records into Trash with it, and doesn't strip the reference out of them either. They carry on pointing at something that's now sitting in Trash, or eventually gone altogether once the 30 days pass.

When deletion is blocked instead

Some entity types don't follow the default behaviour above. Brands are an example. If a brand has enough attached to it, bookings submitted under it, for instance, deletion is blocked outright rather than being allowed to soft delete with a dangling reference left behind.

This exists to stop something still genuinely in use from being removed and causing problems elsewhere in the account. If you try to delete something and it won't let you, this is almost certainly why, and you'll need to deal with whatever's attached to it before the deletion is allowed to go through.

Before you delete something

The 30 day window is generous, but it isn't indefinite, and not everything gives you a way back at all if it falls into the blocked category above rather than the recoverable one. Worth being sure before you confirm a deletion, particularly on anything with a lot connected to it, rather than relying on Trash as a safety net for every kind of mistake.