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.
