V3 Pause a Job from an Account

You can Pause a Job for an Account if there is a period of time where a recurring Job or Package Job does not need to be completed. This will prevent Visits from appearing on your Dispatch Board.

To Pause a Job for an Account, use the following steps:

  1. Go to CRM > Accounts
  2. Click the name of an Account to open the Review overlay.
  3. In the "Jobs" section, click the Job you would like to pause. 

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  4. On the Review Job overlay, click Pause

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  5. Enter a Reason for Pausing the Job. 

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  6. The Date to Pause Job will default to the current date. Change, if needed. If you know when the Job will be resumed, enter a Date to Resume Job.
  7. Click Pause.

A paused Job will show a yellow banner on the top of the Review Job overlay:

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On the Review Account overlay, the Job will show as "Paused" as well:

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