Canceling an Existing Job

Due to the integrated nature of ServiceCEO, you can cancel a job The specific occurrence of a service. The record of the specific service (which is created by a schedule) is called a Job Ticket. from many different locations, including:

The actions that occur when you cancel a job depend on the billing method you are using:

When you cancel a job using Automatic Billing The default Billing method where an invoice is created immediately after a job is completed or printed and automatically billed to the default customer or bill payer. Only one Invoice is created per Job., its corresponding invoice is also deleted.
When you cancel a job using Advanced Billing A billing method where you can manually define how to split the billing of particular invoices (how much will be billed to what person at what time?). See the Defining Billing Properties section of the Implementation Manual for more details., the current invoice(s) is not deleted; instead, a new invoice is created that captures the credit of any charges existing on the original invoice.

For both modes, canceling will get rid of all data - they will NOT get sent to the Recycle Bin.

Note!

Note:
If one of the job's invoice(s) is locked and you cancel the job, a new invoice will be created, containing charges that will adjust all of the job's charges to zero. For this reason, we recommend that you unlock any job invoices before you cancel a job.
To unlock an invoice, open the invoice from either the customer's Billing History tab or the Billing Center and select No from the Locked? column to unlock the invoice. For more on locking invoices, see the Invoice Overview section and, if integrated with QuickBooks^®, the Unlocking Invoices that have been Exported section.

You can control if canceled jobs appear on the calendar or the customer's Jobs tab by adjusting the values on the Status tab of the filter.

Tip!

Tip:
If you would like to require all users to enter a note before canceling a job, click Job Options in the Requirements/Defaults Options dialog box.
Notes regarding the job cancelation are stored in the Notes tab of the customer record.

Canceling a Job from a Customer Record

From the appropriate customer record, click the Jobs tab.
Highlight the job you want to cancel from the job list.
Click . A Confirmation dialog box appears.
Click Yes to cancel the job.

Canceling a Job from the Calendar

Click Jobs from the Navigator bar. The Calendar appears.
Navigate to and highlight the job you want to cancel.
Click . A Confirmation dialog box appears.
Click Yes to cancel the job.

Canceling a Job from the Job Record

Open the job in the usual manner.
Click . A Confirmation dialog box appears.

Tip!

Tip:
You can also cancel the job by selecting Cancelled Job from the Status drop-down list (located on the job's General tab).

Click Yes to cancel the job.