Cancel / Stop a Service

Use this workflow to stop visits and billing for a job that should no longer be serviced (for example, when a customer moves out or cancels an ongoing maintenance contract).

Step 1: Cancel or Delete Upcoming Scheduled Visits

Step 2: Mark the Job Inactive

Step 3: Stop Future Invoicing

Step 1: Cancel or Delete Upcoming Scheduled Visits

You can remove future visits from any of the scheduling views: Schedule Review, Calendar, or Whiteboard.

From Schedule Review

1. Navigate to: Schedule > Schedule Review
   
2. Use the filters to narrow down to the specific Job/Customer and set the date range from today forward so you only see upcoming visits you want to stop.
3. Click the checkbox next to upcoming visit(s) you'd like to cancel
4. Click the Edit Schedule button
5. From the Select Option dropdown, choose the appropriate action (for example, delete or remove the remaining schedule) and confirm by clicking OK.
   

From Calendar View

1. Navigate to: Schedule > Calendar
2. Click a scheduled visit on the calendar for the job you want to stop
3. Click the Edit Schedule button
4. From the dropdown, choose Delete this Job’s Schedule to remove remaining scheduled dates for that job.
5. Choose either: 
   • Delete this date (month, DD, YYYY) only
   • Delete all remaining scheduled dates for this task
   • Delete job scheduled from Month, DD, YYYY to: and select an end date.
     
6. When finish, click Close

From Whiteboard

You could also do the same on Whiteboard/Calendar, if you prefer to use those views to manage recurring visits rather than the Schedule Review.

1. Navigate to Schedule > Whiteboard
2. Click on the Visit
3. Open the options to Edit or Delete the schedule.
4. Choose whether to delete only the selected date or delete all remaining scheduled dates.
5. Review any warnings about impacts to route optimization, then confirm to remove the future visits.
   
   That takes care of scheduling, but if you want to actually remove the services on the job so they can’t be scheduled again, you would want to take the following steps:

Step 2: Mark the Job Inactive

1. Navigate to: Jobs > Job List
2. Open the Job
3. Uncheck the box next to Active
4. Click Save in the top right

Step 3: Stop Future Invoicing

Even after removing visits and deactivating the job, you may still have future invoices scheduled (for example, Per Visit, Per Season, or Monthly billing). You’ll want to delete those so the customer isn’t charged for services that were canceled.

To stop future invoicing:

1. While in the same job as before, from the Job menu, click Invoicing > Invoice Schedule
   

2. For that job, locate any future scheduled invoices that cover dates after the customer’s move‑out or cancellation date (for example, upcoming Per Visit, Per Season, or Monthly invoices).

3. Delete those future invoices so they are no longer generated or sent.

4. Confirm that only valid past or current-period invoices remain.

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

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