Detach Job from Project

harley
New Contributor II

I attached a wrong job to a project. How do I move it to the right project?

1 ACCEPTED SOLUTION

baraica
Community Moderator
Community Moderator

Hello Harley, 

  1. Select the job you want to move to another project. Tip: You can find the job using Search.

  2. Go to Jobs & Appointments.

  3. Select the job you want to detach.

  4. From the Job Actions dropdown, select Detach from project.

  5. Click Ok to confirm. Now you can attach the job to the correct project. 

Engagement Manager
ServiceTitan Community Team

View solution in original post

4 REPLIES 4

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

To build off that, keep in mind you can't detach it if it is the ONLY job on the project!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

Looking for an answer to this actually - I created a project under the wrong invoice. So, I need to create the project under the CUSTOMER but I am going to need to attach that invoice to the correct project. Any way to undo that ONLY invoice so I can add it to the right project?

baraica
Community Moderator
Community Moderator

Hello Harley, 

  1. Select the job you want to move to another project. Tip: You can find the job using Search.

  2. Go to Jobs & Appointments.

  3. Select the job you want to detach.

  4. From the Job Actions dropdown, select Detach from project.

  5. Click Ok to confirm. Now you can attach the job to the correct project. 

Engagement Manager
ServiceTitan Community Team

harley
New Contributor II

thank you!