On Hold for Clients or Jobs

The On Hold feature allows you to put a temporary stop to Jobs in SingleOps. This can be applied to either all work for one Client, or on an individual Job basis. On Hold is available for Admin users only.

When To Use

  • Jobs in all stages can be placed On Hold, but its intended use is for Active Jobs
  • If a Client has not paid for work, and you are not going to continue their Jobs until payment resumes, On Hold is appropriate
  • If unforeseen circumstances occur and the Client asks for their Jobs to be paused temporarily, On Hold is appropriate

On Hold for Individual Job-level

  1. Navigate to the Job you would like to place on hold
  2. In the upper right, select the yellow "On Hold" button
  3. Confirm the Hold for this Job

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On Hold for Client-level

  1. Navigate to Client
  2. In the upper right, select the yellow "On Hold" button
  3. Confirm the Hold for all Jobs for this Client

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What Does On Hold Job Status Do?

  • All Visits for the Job will be removed from the Calendar, regardless of Visit Stage (i.e. Active, Completed, and Approved Visits will no longer be displayed on the Calendar). This includes both Unscheduled Visits, Unscheduled (Month) TBD Visits, and Visits scheduled for a particular day and/or Time
    • Crew Users cannot change this setting - Visits will be hidden if the Job is On Hold
    • Other Users can select a filter to enable On Hold Jobs to display on the Calendar
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  • Visits are marked with the On Hold tag
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  • If Visits for On Hold Jobs are scheduled on the Visit page, a warning regarding the On Hold Status will appear. If "Confirm" is selected here, the Visit will retain the scheduled date, but it will still not appear on the Calendar for that date until the Job's On Hold status is removed.
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  • Job Management Pages have filters for On Hold Jobs as well
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  • If a Client is On Hold, new Jobs or Proposals Created for that Client will display a warning
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  • Invoices are not affected by On Hold Job Status

How to Remove On Hold to Resume the Job or Client

  1. Navigate to the Job/Client
  2. In the upper right, select the yellow "Take Off Hold" button
  3. The Job's Visits will now appear on the Calendar again (refresh, if necessary)

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