Overview
Cancelling a job correctly is essential in order to ensure your reporting data and other records are accurate and up-to-date.
Who uses this feature
Dispatchers and CSRs
Applies to all business types
Applies to all trades
Things to know
You can't cancel any jobs with payments attached.
You can use the Canceled Job alert to track when jobs are booked. For more information, see Use alerts.
When a technician is already dispatched to a job that gets canceled the technician receives a notification saying: This job has been canceled. You are no longer assigned to this job.
You cannot batch and export a cancelled job's invoice.
Manage cancel reasons
Note: Only administrators can manage cancellation reasons.
Adding job cancel reasons that accurately reflect why jobs are canceled in the context of your business is crucial to accurate reporting and record-keeping. Call reasons should be meaningful, specific, and easy to understand by everyone at your business.
Go to the top toolbar and click Settings
.In the side panel, go to Operations > Cancel and Hold Reasons.
Add, edit, activate, or deactivate job cancel reasons as needed.
Cancel a job
From the upcoming job you would like to cancel, select Cancel from the dropdown.
Select a cancellation reason from the dropdown and enter comments, if applicable.
Click Apply to confirm the cancellation.
You can cancel a job with invoice items, regardless of whether they came from a sold estimate or not. This way, invoice items are automatically deleted and you don’t have to go to the Invoice section and delete them.
View canceled jobs
View canceled jobs on the record for that customer or from the Canceled section of the Dispatch Board.
FAQ
What should I do if I accidentally sell the same estimate twice and create duplicate jobs and invoices?
If the same estimate is sold twice, you need to cancel the duplicate job and void the duplicate invoice to keep your records accurate:
Locate and open the duplicate job. From the job details screen, select Cancel to prevent any further action on that job.
Open the duplicate invoice associated with the canceled job. If no payment is applied, remove all invoice items so the balance becomes zero. Once the balance is zero, you can void the invoice.
This ensures your accounting and reporting remain accurate.
What should we do when we want to cancel a job that has a payment which is refunded?
There are two options to resolve this:
Jobs can't be canceled if they have payments on them, so you can complete the job and mention in the job notes that it was canceled.
The refund needs to be reflected on another invoice:
Create an adjustment invoice.
Unapply the payment from the invoice that needs to be canceled and apply it to the adjustment invoice, then zero the payment out.
Why can't I cancel a job when it says invoice contains payments?
Jobs cannot be canceled when invoices contain active payments or tasks. The system will show the error Job cannot be canceled while invoice contains any payments.
To resolve this, complete jobs instead of canceling them when invoices have payments. This fixes the cancellation error message.