Recurring Orders - Templates now have the option to 'stop', 'activate' or 'cancel':

The recurring order feature has the ability to create as many recurring order 'templates' as needed, for any customer. The templates serve much like the former 'parent orders' would in the former system. But now, you can create a recurring series of orders without having to begin with an arbitrary order. You can essentially create multiple templates as needed to accommodate varying service schedules and job opportunities. Ex. I can have one template set to manage their quarterly window cleaning jobs, and another to generate their seasonal jobs on an annual basis, all under 'one roof'.

The 'stop', 'cancel' and 'activate' options are a proactive enhancement to allow you more control in-hand and a better UX for managing these valuable recurring templates independently. Basically, if the client decided to cancel their annual YHL program, but continue with their quarterly window cleaning jobs, you now have the ability to stop or cancel the YHL template, without having to cancel the entire recurring order# (the 'one roof').

Stop: Will stop a recurring template from generating any further jobs, immediately. The stop option will not cancel any of the related jobs that are already generated - it will just stop new/future jobs from generating.

Activate: This option will reactivate a recurring template and will enable the recurring template to continue generating jobs again at the frequency that is set, from the moment of reactivation forward. The activate option only appears and is only available for recurring templates that have been 'stopped'.

Cancel: The cancel option will cancel any related/generated jobs for the template that are unpaid/incomplete, and it will stop the template from creating any further future jobs. This is a very helpful option to allow you to cancel a specific template (parent order) without affecting other templates that may be active with the main recurring order# (within the 'one roof'). NOTE: Cancel cannot be undone and will cancel any related unpaid/incomplete jobs.

Any jobs that have been generated in relation to any single template, will display at the bottom of the page when that template is selected. Once a template is cancelled, the related unpaid/incomplete jobs will automatically be set to cancelled status as well. Pictured below, I cancelled the annual template and the related job was set to cancelled. The Quarterly window cleaning template is not affected and will continue to run.

Clarification TIP: The Close (stop) and Cancel options in the header of the main recurring order, will stop or cancel ALL related templates within the 'one roof'. The new options above that now exist directly within the recurring templates directly, provide you with much more flexibility and user-friendliness, and save you having to scrap the entire recurring order# should any mistakes/improper settings be made. 'Building', 'Scheduled', and 'Active' statuses in the header are simply labels/designations to help you track where you are at in building-out your recurring jobs - they do NOT affect the recurring order itself, the templates, or the related job-orders.