How to Cancel a Project, Remove a Job & Restore

Overview

Canceling a project or removing a job retains key details like jobs, dates, revenue, and status, ensuring accurate reporting on booked, completed, and lost revenue. Tracking cancellation reasons also helps identify trends and reduce lost opportunities.

This guide covers how to:

• Configure cancellation reasons
• Cancel a project while keeping critical data
• Remove individual jobs without affecting the full project
• View canceled projects in the Projects List
• Restore canceled projects or jobs when needed
• Reset jobs to troubleshoot issues
• Watch a training video with a step-by-step walkthrough

How to Configure Cancellation Reasons

To manage cancellation reasons, go to:
Settings → Projects → Cancellations

Here, you can create and customize a list of cancellation reasons for tracking lost revenue. While default options are provided, teams can modify them to ensure consistency in reporting when canceling a project.

How to Cancel a Project

Projects may be canceled due to delays, no response from the customer, pricing concerns, or other reasons. To cancel a project:

1. Open the project.
2. Go to Project Actions in the top menu.
3. Select Cancel Project.

Providing a Cancellation Reason

When cancelling a project, a cancellation reason dropdown will appear. The user must select a reason from the predefined list. There is also an option to add additional details in a description box.

After a Project is Cancelled

A banner appears on the project page, showing the cancellation time, reason, and any additional details. The project retains its original status (Lead, Hold, or Booked) for accurate reporting.

How to Remove a Job

Instead of canceling a full project, you can remove individual jobs for more flexibility.

To remove a job:

1. Open the job within the project.
2. Click Job Actions in the top menu.
3. Select Remove Job.

After a Job is Removed

The job, including its dates and revenue, is removed from the project. A confirmation message prevents accidental deletions. Removed jobs are not permanently deleted and can be viewed using the Show Removed Jobs toggle, marked with a "Removed" badge.

View Cancelled Projects in the Projects List

Cancelled projects are now categorized under the Cancelled status in the Moves → Projects List page. This allows teams to easily track and reference previously canceled projects while maintaining organized records.

How to Restore a Project or Job

To restore a canceled project or removed job, click the Action menu next to it and select Restore.

Restore Canceled Project 

Restore Removed Job

Warnings

⚠️ Removed jobs will no longer appear on the tablet or active job list. Be sure to verify before removing.

⚠️ Completed Projects cannot be cancelled. If a Project was mistakenly marked as Completed, add a new job to revert status to Booked or duplicate the project. 

Updated Reporting & Analytics

Reports now differentiate cancellations by Lead, Hold, or Booked status. A Cancellation Report is in development to analyze cancellation trends, and a Sales Dashboard will soon provide insights into lost opportunities over time. 

Watch Training Video

Note: If you have any additional questions, please contact Supermove Support at [e-mail].