Cancel a scheduled visit
Cancel the correct appointment with reason, notification, and linked-work follow-up.
Before you start
- •Existing visit verified
- •Cancellation reason and follow-up known
You will finish with
- •The correct visit is cancelled, stakeholders are handled, and linked work remains accurate.
Safety and data checks
- • Cancelling a visit does not necessarily cancel its ticket, estimate, or work order.
Complete the task
- 1Enter information
Open the exact visit
Locate the visit by customer, property, date, and technician, then confirm its linked work and current status.
- 2Verify
Check whether rescheduling is better
Confirm whether the customer needs cancellation or simply another time; use Reschedule when the work is still expected.
- 3Select
Choose Cancel
Use the existing visit’s Cancel action and keep the linked work order, ticket, or estimate open unless its own workflow also ends.
- 4Enter information
Record an accurate reason
Select or enter the factual cancellation reason and any promised follow-up without adding unnecessary sensitive information.
- 5Verify
Review downstream effects
Confirm notification behaviour, technician release, follow-up requirement, and linked-work status before final cancellation.
Final confirmation changes the live schedule.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.