Close or cancel a service activity

Can I do this task?

You cannot reopen closed service activities.

  1. In the Navigation Pane, click Service, and then click Service Calendar.
  2. Locate and open the service activity you want to close.
  3. On the Actions Action menu button menu, click Close Service Activity.
  4. In the Service Activity Close Confirmation dialog box, in the Status list, do one of the following:
    • If the service activity is completed and can be billed, select Completed.
    • If the service activity will not be completed and cannot be billed, click Canceled.
    • If the customer never arrived and the service activity cannot be billed, select No Show.
  5. Click OK.
  6. On the Standard toolbar, click Close.

    The service activity appears in the Service calendar, color-coded with its current status and the subject of the service activity.

Note

To reactivate canceled service activities, on the Actions menu, click Reactivate. The service activity will be reopened and the status will be updated to Requested. If the time is no longer available, you may get a message. To reschedule the service activity for an available time, click Schedule.

Related Topics

Schedule Service Activity

Booking Service Activities in the Service Calendar

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