Delete or Archive a Property
When to archive a property and when to delete it, what blocks a delete, and how to bring an archived property back.
When to archive a property and when to delete it, what blocks a delete, and how to bring an archived property back.
Archive and Delete are two different actions. This guide explains what each one does and when to use it.
| Archive | Delete | |
|---|---|---|
| What happens | The property is hidden from the Properties list and property pickers | The property is removed from Properties, search and pickers |
| History | Jobs, quotes, invoices and notes stay | Only allowed when no jobs, requests, reports or procedures are attached |
| Can be undone | Yes | No |
Use Archive for a place you no longer serve. Use Delete for a property added by mistake or a duplicate that has nothing attached.
To archive several at once, turn on selection on the Properties list, tick the properties and click Archive in the bar that appears.
Archived properties don't appear in the Properties list or when you pick a property for a job. To see them, open the filter on the Properties list and choose Archived under Status.
A property can only be deleted when it has no jobs, requests, reports, procedures or open service agreements (draft, active or paused). Quotes and invoices belong to jobs, so a property with any of those can't be deleted either. End or cancel a service agreement first, or archive the property.
If something is attached, you see This property can't be deleted with what is attached, for example "This property has 3 jobs and 1 request, so it cannot be deleted. Archive it instead." Click Archive instead to archive it, or Keep property to leave it as it is.
A deleted property no longer counts as its owner's property, so deleting the owner contact later is not blocked by it.
A deleted property does not keep its address. You can create a new property at the same address, or change another property to it, and you get a fresh property: nothing from the deleted one (name, notes, files, on-site contacts, access notes) comes back.
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