Canceling a service

Understand how to cancel services and the impact on scheduled jobs and customer relationships

1

Review active service

Before canceling a service, review the service details, scheduled visits, and revenue impact. Navigate to the customer's service profile to see all relevant information.

Lawn Care

YEAR-ROUND
Enrolled
Next Scheduled Service
Lawn Care visit September 30, 2025
Service Summary
Active Service Months 2 months
Estimated Annual Visits 8 visits
Cost Per Visit $100
Estimated Annual Revenue $800
Service Months
Jan Sep
2

Understand cancellation impact

When you cancel a service, all scheduled jobs associated with that service are automatically cancelled. This includes future visits and recurring appointments.

⚠️ Service Cancellation Impact
  • All future scheduled visits will be cancelled
  • Recurring appointments will be stopped
  • Customer will be notified of the cancellation
  • Revenue projections will be updated
  • Service history will be preserved
  • Customer can re-enroll in the service later
3

Cancel the service

Click the "Cancel Service" button to proceed with the cancellation. The system will automatically update all related jobs and notify the customer of the change.

Before You Cancel

Consider reaching out to the customer first to understand their needs. Sometimes service issues can be resolved without cancellation.

4

Post-cancellation management

After cancelling a service, you can still view the service history and offer new services to the customer. The relationship remains active for future opportunities.

Service Summary