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Unschedule vs. Cancel vs. Delete

There are differences between unscheduling, canceling, and deleting jobs and estimates for both you and your customer.

Ian H avatar
Written by Ian H
Updated over 2 weeks ago

There are some key differences that distinguish deleting from canceling and unscheduling. Take a look at the list of indicators and criteria for each below.


Unschedule

Situation: Your customer needs to reschedule, but doesn't know what time or day will work best yet and will need to call back to schedule. 

  • The customer will NOT receive any notifications.

  • The job/estimate will be removed from the calendar.

  • Unscheduled jobs will remain in the Jobs tab of the Customer Profile.

  • Unscheduled estimates will remain in the Estimates tab of the Customer Profile.

  • The status of unscheduled jobs/estimates will be displayed as "Unscheduled" in their respective tabs within the Customer Profile.

  • They will appear in the Needs Attention section of your HCP mobile app.

Note: Unscheduled jobs/estimates can be deleted.


Cancel

Situation: The customer no longer needs your service, but you still need the job/estimate to show in their account for your records, and you'd like them to receive a confirmation that the job has been canceled.  

  • Customers WILL receive a text and email notification.

  • The job/estimate will be removed from the calendar.

  • Canceled jobs will remain in the Jobs tab of the Customer Profile.

  • Canceled estimates will remain in the Estimates tab of the Customer Profile.

  • The status of canceled jobs/estimates will be displayed as "Canceled" in their respective tabs within the Customer Profile.


Delete

Situation: The customer no longer needs your service and you do not want it to appear in the customer's records. OR perhaps you accidentally selected the wrong customer when scheduling.

  • Customers DO NOT receive any notifications.

  • Deleted jobs:

    • Will be removed from the Customer Profile.

    • Can be restored by going to Customers > Jobs > Actions > Restore deleted.

  • Deleted estimates:

    • Will remain in the Estimates tab of the Customer Profile, and the status will be displayed as "Pro canceled."

    • Can be restored from the Estimates tab of the Customer Profile.


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