Delete a Contact

What this guide covers

How to delete a contact, why JobsiteOn sometimes refuses, and what to do instead when you want to keep the history.

Delete or mark inactive?

Action	What happens	Can be undone
Mark as inactive	The contact stays, with all their properties, jobs, quotes and invoices	Yes, choose Mark as active
Delete	The contact is removed for good	No

Mark a customer inactive when you no longer work with them but want to keep their history. Delete a contact created by mistake or a duplicate you have already cleaned up.

Mark a contact inactive

1. Open the contact.
2. Click More.
3. Under Status, choose Mark as inactive.

Delete a contact

1. Open the contact.
2. Click More, then Delete contact.
3. Read the warning and click Delete contact to confirm.

Screenshot: The More menu on a contact page with Delete contact at the bottom.

Jobs for this contact that have no quotes or invoices are deleted along with the contact.

When JobsiteOn won't delete a contact

If the delete can't go ahead, a message says why and nothing is removed.

The contact owns properties

You see, for example, "This contact owns 2 properties. Give them another owner first."

1. Open each property on the contact's Properties card.
2. On the Owner card, click Change owner and pick someone else.
3. Delete the contact again.

The contact has jobs with quotes or invoices

You see how many jobs, invoices and quotes are attached, for example "This customer has 3 jobs with 2 invoices attached. Delete those jobs first, or reassign the records to another customer."

JobsiteOn never deletes invoices or quotes just because their customer was deleted. Delete those jobs first, or move them to another customer, then delete the contact.

Other messages

• Unassigned: this built-in contact stands in for properties that have no owner yet, so it can't be deleted.
• Still linked to other records: something you can no longer see still points at the contact. Mark the contact inactive instead. Deleted properties never block the delete: they are moved off the contact automatically.

Best practices

• Mark old customers inactive rather than deleting them, so your history stays complete.
• Delete only contacts created by mistake.
• Before deleting, check the contact's Properties, Jobs, Quotes and Invoices cards.

Related articles

• Create and Manage Contacts
• Merge Duplicate Contacts
• Property Owners and On-Site Contacts