Cancel a jobLast updated on 03/22/2022
Cancelling a job correctly is essential in order to ensure your reporting data and other records are accurate and up-to-date.
Things to know
You can't cancel jobs that have a dollar value above $0 on the invoice.
You can't cancel any jobs with payments attached.
You can use the Canceled Job alert to track when jobs are booked. For more informations, 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.
Manage cancel reasons
Note: Only administrators can mange cancel reasons.
Adding job cancel reasons that accurately reflect the reasons 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 navigation bar and click the Settings .
In the side panel, click 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.
View canceled jobs
View canceled jobs on the record for that customer or from the Canceled section of the Dispatch Board.
Want to learn more?
See Manage jobs
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.