Follow these steps to cancel a request if service is no longer needed.
Please note: certain permissions are needed to close or cancel requests on the mobile app. If permissions need to be adjusted, please contact your Account Manager and they will update the records.
Open the request you need to cancel on the portal and locate the "Complete Request" blue button
The Complete Request button can be found in the top right corner of the page.
Click the "Complete Request" button
A pop-up will appear so you can enter the information on why you're cancelling the request.
Select the reason for closing the request.
❗ IMPORTANT: if you select "Service No Longer Needed," service with the technician will be cancelled. Only select this option if a tech has not yet been on site. ❗
Use the calendar to select the date that the issue was resolved
The more accurate the date is, the better your time to resolution data will be.
Describe what was done to resolve the issue
The more details you provide, the better. These notes can be used to help troubleshoot in case the unit goes down again.
Click the blue "Complete Request" button to close out the request
The ticket will close and, if a vendor was assigned to the request, the vendor will be notified that service is no longer needed.
