<      Service Requests < Deleting a Service Request

 

If you are unable to deliver one or more of the services requested by a client, you can Decline a Service Request and then delete it from the service requests list.

 

Is an email generated when I delete a service request? Deleting one or more of the services on a service request DOES NOT generate an automatic email notification to the client. However, you can choose to send your client an email if you follow the Decline a Service Request process.

How do I Delete a Service Request?

           ON DESKTOP:

Navigate to Clients > Service Requests

STEP 1​​​

  • Check the box in the column heading to “select all” service requests or check items individually for deletion.

  • In this example, we only need to delete the two Overnight Services as the client no longer needs them, so we only checked those two services.

  • Click “Delete”.

STEP 2

​​

  • A message will appear asking "Are you sure?" Click "Delete' to confirm the deletion or click "Cancel" to return to the service request screen. 

  • The deleted service requests are removed completely. If you want to re-instate them you'll need to use the button "Add Requests..." to add the services again. 

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

​​

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Service Requests".

STEP 3

​​

  • Check the box in the column heading to “select all” service requests or check items individually for deletion.

  • In this example, we only need to delete the two Overnight Services as the client no longer needs them, so we only checked those two services.

  • Tap the "Actions" drop-down button.

  • Then tap “Delete”.

STEP 4

​​

  • A message will appear asking "Are you sure?" Tap "Delete' to confirm the deletion or tap "Cancel" to return to the service request screen. 

  • The deleted service requests are removed completely. If you want to re-instate them you'll need to use the "Actions" button then select "Add Requests..." to add the services again. 

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