A successful business like yours will always want to take on jobs because you provide the best services. When work orders are received, you have the option for either accepting or declining requests based on your current situation. Situations arise where the need to decline offering services is necessary. Providing a reason for declining services allows you to be honest with your clients and not leaving them waiting for a response if services can’t be performed. You can explain the reason for the decline which allows your client to receive an update about the decline reason. This helps maintain the communication between you and your clients.

Declined Work Order

Declining a Work Order

Once a work order enters Provider Automation, it is viewable on the work order list view in open status and an email notifying you that a work order was sent from your client. When work orders are received, a decision is made to decline services, you can do so from Provider Automation and the email. This flexibility allows you to decide on who makes the decision on declining work orders.

⦿ How to Decline a Work Order from the List View

Locate the work order to decline services.
Click the +Add Note button to access the notes modal.
Use the drop-down arrow to change the Select New Status to Open/Decline.

You can add a note in the Note Textbox
Use the drop-down arrow to select the Decline Reason.
Click the Save and Send Note button to update the work order status.

⦿ How to Decline a Work Order in an Email

Locate the open the service request from the email.
Click the Decline button to start the process of declining the work order.
Use the drop-down arrow to select the Decline Reason.
Click the I Decline Service Request button to submit.

In this Article

Related Articles

Page:

Answering Work Order Checklists
Page:

Basics of Provider Automation
Page:

Checking Out of Non-Refrigerant Asset Work Orders
Page:

Conducting Inventory Cycle Count from the List View
Page:

Creating an Asset from a Work Order
Page:

Declining a Work Order
Page:

Entering a Leak Event
Page:

Filtering and Searching for Work Orders

Browser not supported