How To Delete a site

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Topic

Today we will walk through the steps to delete a site from a customers info.

 

Instructions

To get started;

  1. Head to Customers > then search for your customer and click into them.

    Screenshot 2023-10-18 at 2.37.39 PM.png

  2. then click on the sites tab > and then click the 'x' on the site you want to remove > then press yes on the pop up.

    Screenshot 2023-10-18 at 2.34.25 PM.png
    Screenshot 2023-10-18 at 2.34.33 PM.png

Please note: that if a site is attached to any jobs it will not be able to be removed until removed from all jobs. 
Screenshot 2023-10-18 at 2.35.29 PM.png

 

Additional Information

For more info on site see this article: How To Create a Site in Tradify Web

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