Abort a Job

Previous Lesson: Send Job Confirmation after Job Creation

If a customer cancels a job (not just a single visit, but the whole job), you need to open the job record, click on Create Invoice > Select Abort. Select from the drop down why they are aborting the job and type in any other notes in the bigger text box. Then, click abort. This will abort the whole job and delete any future diary events stored in the system i.e. if you had booked to go next week. It will also remove the job from the outstanding jobs list.

Please note, if you can't find a suitable abort description in the drop down (as CommuSoft only provide 'Admin Error' by default), go to General > Preferences > Job/Invoicing Module > Job Descriptions. From here you can select the type = reason for aborting and type in your reason.

 

Next Lesson: Delete a Job 

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