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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

View Declined Jobs

View Declined Jobs

Open the Jobs page to see the pipeline. Wait for the jobs page to finish loading. Spot the Declined jobs button in the page header.

Watch the demo (17 seconds)

Read transcript · Download captions

Overview

Open the Jobs page to see the pipeline. Wait for the jobs page to finish loading. Spot the Declined jobs button in the page header. Open the declined jobs panel to review them. Wait for the declined jobs panel to appear.

Steps: 7 · Time to complete: ~17 seconds · Difficulty: medium

Prerequisites

  • Access to the View Declined Jobs feature.

Steps

Step 1 — Navigate to /jobs · 0:00

Open the Jobs page to see the pipeline.

Step 1: Open the Jobs page to see the pipeline.

▶ Watch this step · Try it →

Step 2 — Wait for button:has-text("New Job") · 0:03

Wait for the jobs page to finish loading.

▶ Watch this step · Try it →

Step 3 — Screenshot: jobs_list_loaded · 0:00

Screenshot: jobs_list_loaded.

▶ Watch this step

Step 4 — Confirm button:has-text("Declined") · 0:06

Spot the Declined jobs button in the page header.

Find the 'Declined (8)' button

▶ Watch this step · Try it →

Step 5 — Click button:has-text("Declined") · 0:10

Open the declined jobs panel to review them.

Click 'Declined (8)' to review

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Step 6 — Pause 600ms · 0:13

Wait for the declined jobs panel to appear.

▶ Watch this step

Step 7 — Screenshot: declined_jobs_panel · 0:00

Screenshot: declined_jobs_panel.

▶ Watch this step

Expected outcome

Spot the Declined jobs button in the page header.

Assets

  • 📹 Full video — 17 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Declined jobs deserve a second look
We added a dedicated panel for reviewing declined jobs straight from the pipeline view — because a decline isn't always a dead end, and the data inside one is too useful to bury.
Read the post →