How to cancel a job

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In this article, you will learn how to cancel a job in Workiz.

In Workiz, canceling a job is the preferred method of removing a job from your schedule. You may also delete a job, but that is strongly discouraged, since deleted jobs also result in the permanent loss of all the data linked to that job.

To cancel a job, you will need to update the job’s status.

Canceling a job

  1. Open the job you want to cancel
  2. Next to Status, select the dropdown menu and choose Canceled 
    Group 4536status-canceled.png

Canceling a job will allow you to understand how many jobs your business is canceling on a regular basis.

The Job Statistics report will provide you with a visual representation of how many jobs your business has canceled over a certain period of time.

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Workiz also allows you to create sub-statuses to add more detail to explain why the job was canceled (e.g., Canceled – arrived late, Canceled – too expensive, etc.). For more information on how to create sub-statuses, please see this article.

With sub-statuses, the Jobs report will provide you even greater insight into the reason why your business is dealing with so many cancellations.

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