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Job Hold Reasons

Download Job Hold Reasons PDF

When a job is put on hold, it’s important to select a reason. This helps everyone stay informed and makes tracking and reporting easier.

To keep things consistent, you can set up a list of approved Job Hold Reasons in your system.

How to Access Job Hold Reasons

  1. Go to Settings
  2. Select Scheduling
  3. Click Job Hold Reasons

This opens a page that shows all your current job hold reasons in a table.

Understanding the Job Hold Reasons Table

The table has two columns:

  • Reason – The name of the hold reason
  • Show in Mobile App – A checkbox that tells you if this reason is available for field employees in the mobile app

Sorting the List

Click on the column headers to:

  • Sort reasons alphabetically
  • Group by whether they appear in the mobile app or not

Change How Many Reasons Are Shown

You can choose to show 15, 25, or 50 reasons per page.
Use the Previous and Next buttons to move between pages if needed.

Using the Actions Button

The Actions button lets you:

  • Add a New hold reason
  • Delete one or more reasons

Add a New Job Hold Reason

  1. Click the Actions button
  2. Choose + Add New
  3. In the pop-up window:
    • Type the hold reason name
    • Check the box if you want field employees to see it in the mobile app
  4. Click Save

The new reason will now show up in the list.

Edit a Job Hold Reason

  1. Click on the reason you want to edit
  2. Update the details in the pop-up window
  3. Click Save

Delete a Job Hold Reason

⚠️ Be careful when deleting — it may affect other parts of the system.

  1. Find the reason(s) to delete
  2. Tick the checkbox to the left of the item(s)
  3. Click the Actions button and select Delete
  4. A warning will pop up — click Yes to confirm, or Cancel to stop

The reason will then be removed from the list.