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Job Management

Last update 3 months ago
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How to hide a contract from a client

If you have a client that doesn't need to sign the default contract template, go the their lead or booking, click on it to edit, go to the Files tab and click on the 3 dot menu for the contract, set it to Delete.

  1. From your dashboard, select the Bookings icon
  2. Choose the Booking which you want to delete the contract from, and click on the Ellipsis (3 dots) and select Edit.
  3. Click on Files.
  4. On the Contract you wish to delete, click on the Ellipsis (3 dots) and select Delete Contract from the Dropdown menu.