PlanIt Estimating · CRM, Jobs & Diary

Mark a quote as rejected, archive it or bring it back

What does this do?

When a customer says no, mark the quote rejected and choose whether to keep them as a lost lead for future work or archive the job. Archived jobs are hidden from your lists but never deleted, and you can restore them any time.

How to use it

  1. Open Jobs and press Open job on the quote.
  2. Press ❌ Quote rejected.
  3. PlanIt asks whether to keep them for future work. Press OK to Keep the job in your Pipeline and Customers as a lost lead, or Cancel to Archive it.
  4. Archived jobs disappear from the pipeline. The stage bar gains an 🗄 Archived tile showing how many are hidden.
  5. To see them, press 🗄 Archived. To bring one back, open it and press ↩ Restore. Press Back to pipeline to return to your live jobs.
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Questions this guide answers
  • What do I do when a customer turns the quote down?
  • How do I hide old jobs without deleting them?
  • How do I get an archived job back?

Last updated 2026-09-03 · Direct link for this feature