Cancel Maintenance Request

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.