Summary
Cancel a customer's Work Order or Series from the customer's Location page, Work Orders tab. You cancel it here when the customer no longer requires your service. Reasons include; affordability, competition, moved, no longer requires your service, etc.
Key Points
Populating the cancellation drop-down list
Cancellation examples
Cancelling a Work Order (series)
When you cancel a customer and click the drop-down box in the customer's location, the drop-down list is empty.
The contents of the drop-down box are pulled from the cancellation reasons you create in Settings/Cancellation Reasons.
Some cancellation examples include:
Customer can't afford it
Customer found a lower price
Customer moved *
Property sold *
The bugs have moved out
* Opportunity knocking!
From the customer's Location page Work Orders tab. click the Cancel button on the right side of the Work Order
A dialog box appears. Click the Cancel Reason drop-down list to select the reason.
