How to delete an existing client record

Deleting a client record is very simple.

Once logged in, navigate to Clients Here you will be able to see all of your existing clients. You can use the search boxes to search through your clients by their name or email address.

Client List.
Fig.1 - Client listing page.

Alternatively, you can use the global search feature, which is the magnifying glass icon located at the top right of the page, next to your business name. This will show any clients, jobs, estimates or invoices that match your search query.

Client List.
Fig.2 - Global search.
Client List.
Fig.3 - Search results.

Once you've found the client, you can delete a client. Using the Delete Client button at the top right of the page. Please note that deleting a client will also delete the following:

  • Jobs
  • Estimates
  • Invoices
  • Hours logged
Client List.
Fig.4 - Delete Client Button.

After clicking on the "Delete Client" button, you will be shown a confirmation popup. If you've changed you mind, you can click on the "Nevermind" button and noting will be deleted.

If you still wish to delete the client, click the "Delete Client" button and the client will be permanently deleted.

Client List.
Fig.3 - Delete Client Confirmation popup.

Once the client has been deleted you be returned to the client listing page.


Deleting a client including the jobs, estimates, invoices and hours logged is permanent. You won't be able to restore them.