Maintenance Cancellation Checklist - Sample

Purpose of photos are to show how we left the property after all work is done. 

Items to consider including (depending on the situation and relationship with client):

• Thank them for (length of relationship) 
• Invite them to reach out at a later time if they are interested in our services again

Update Aspire Issue with retention approval or denial. 

Open work tickets remaining after cancellation date need to be scheduled and/or completed

All subcontractor services associated with the opportunity need to be cancelled.

Look in the Opportunities and search for the current active General Maintenance and/or Landscape Management Agreement opportunities

Click on the opportunity

Select options  at the top right of screen

Select Cancel

Enter the date client wants cancellation effective [end of month, otherwise credit client back if middle of the month!]

Add Cancellation Reason from the drop down selection.

Select Save Icon

When payment schedule comes up – click Save again

**Repeat process for any additional Opportunities indicated in issue by CRM 

Select options at the top right of screen, work tickets [should not be any open/scheduled after CANCELLATION DATE]

Go into client (property), click options icon , and then "Edit Property"

Click on “Property Status” dropdown

Select “Past Customer”

Press save at top right of screen. 

(if not, request this to be done in the existing issue).

Go into client (property), click options icon , and then "Edit Property"

Click the Active switch to off. (located at top center of screen)

Press save