How to Cancel Work Orders in Zoho FSM (Field Service Management)

Resolution

There may be instances when you do not want to proceed with a work order. For example, customer who had requested for an AC installation decides to not go ahead with the installation for the time being. In this case, the work order created for the this request will have to be cancelled.

When a work order is cancelled, the following changes occur:

  • the status of the work order changes to Cancelled.
  • the appointments created for the work order will also be automatically cancelled.

To cancel a work order:

  1. Select Work Orders from the Work Order Management menu.
  2. Click the work order you want to cancel and in the Work Order details page, click Cancel.
  3. Click Save in the confirmation message.