End & Batch End Jobs

In this article:

Ending a Job

Batch End Jobs

 

Ending a Job

End a Job if a customer cancels service.

    1. Navigate to the Job's Page
    2. Select the red End Job button in the upper right.
    3. Select End Job to finalize.
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Batch End Jobs

Designed with Snow Removal Jobs in mind, you can now batch end recurring Jobs. This feature allows the ability to filter your Jobs down to only Unlimited Jobs and end them in batch.

  1. Navigate to: mceclip0.png Jobs Active jobs
  2. Click Filter in the top right to filter the Jobs (e.g Recurring Jobs, Snow Removal, Unlimited, etc.)
  3. Select the All button (top left) or select the boxes next to individual Jobs.
  4. Click the Bulk Actions button at the top of the page.
  5. From the dropdown, select End Jobs
  6. In the End Job Confirmation popup, you have the option to Stop Incomplete Visits? or make the Job still Eligible for Renewal? If Stop Incomplete Visits? is selected, choose a Stop Date. 
  7. When finished, select End Job.
    *Note: The Jobs you have selected are now moved off of the Actives Jobs page. You can find these Jobs on the Completed Jobs page.

 

 

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