Summary
Create cancellation reasons for documentation and tracking. You can then investigate patterns as to why people are canceling a particular service or route.
Key Points
The difference between canceling work inside a customer's account vs. inside a single Work Order
How to create cancellation reasons
Example cancellation reasons
Canceling Work Inside the Customer's Account
Cancellation reasons are used when you cancel a service from the customer's Location Page under the Work Orders tab. This is for when the customer is no longer using your company.
Examples:
Problem solved
Became a do-it-yourselfer
Found someone cheaper
Canceling an Individual Work Order
This is different. When a customer just can't make one specific appointment, you change that one Work Order's status from Scheduled to Cancelled.
Examples:
On vacation
Doctor's appointment
Won't be home
Create a Cancellation Reason
From the Top of the Navigation Menu, click Settings. (gear icon)
2. From the Settings Menu, under the heading Company Setup, click on Cancellation Reason
3. Once you are on the Add a New Reason page, type the reason into the Reason Title field
4. Type the reason into the Reason title field
5. Click the green Create Cancellation Reason button to save your cancellation reason
Example Cancellation Reasons
Here are some common ones to get you started:
Sold Home - A chance to reach out to the new owner about continuing service
Owner Died
Found a Cheaper Deal
Do-It-Yourselfer
House Abandoned
None
Need more help? Reach out to Fieldwork support, and we will be happy to walk you through these settings.