Cancel Maintenance Request

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Summary
This article will provide an overview on how to cancel a Maintenance Request in Property Tree.
NOTE: This process does not include maintenance processed through a Partner Integration eg. Maintenance Plus.
Covered in this Article: 
Accessing Maintenance Requests
Cancelling Maintenance Requests
Accessing Maintenance Requests
Maintenance requests can be accessed through any of the below methods: 
Property Profile > Maintenance Tab
Trust & Reports > Maintenance Request Summary 
Trust & Reports > Maintenance Job Search
Creditor Profile > Maintenance Tab
Cancelling Maintenance Requests 
Access the maintenance request you wish to cancel
Click into the Maintenance Request #
Click on Actions
Select Cancel
When you cancel this Maintenance Request the associated Jobs, Quote Requests and Work Orders will also be cancelled.

Cancellation Reason – Enter the reason for cancelling the Maintenance Request which will be visible in Property Tree
Email Cancellations – This is ticked by default. Having this option ticked will trigger cancellation emails to be sent to the Creditors advising them that the Maintenance Request / Quote / Work Order has been cancelled. If you do not want to send a cancellation email to the creditor, untick the box
Enter the cancellation reason that should display in these emails – This is what you would like to say to the Creditor as to why the work order has been cancelled
Save – this will save the reasons entered, send the emails to the creditor (if selected) and update the Job status to Cancelled.

Still need assistance?
Click on the Need Help icon to the right hand side of your Property Tree screen and select Need Further Support to contact our Support Team.