When a customer who pays you monthly for ongoing maintenance services wants to cancel, you have two options.
Option 1 = cancel immediately
Option 2 = cancel on a specific date in the future.
No matter which option the customer wants, you can easily cancel both the auto-billing and route scheduling in just a couple of clicks.
When customer says "Cancel immediately":
Open the route schedule for their property
Click the "Activate Route Schedule" toggle switch to deactivate the route schedule. This will immediately remove all route stops from the Scheduling section and no longer auto-create any new invoices for this property.
When customer says "Cancel my services at the end of the month"
(or something similar):
Open the route schedule for their property
Click "Date" for the "Ends On" option in top right corner
Select a date to automatically deactivate the route schedule and billing schedule. On this date, Pool Brain will deactivate the route schedule, remove all route stops from the Scheduling section and no longer auto-create any new invoices for this property.
Be sure to set the date for the day AFTER the final route stop will be completed.
Please note: If you bill in arrears, you may need to manually create the final invoice when you cancel them for any outstanding charges (or cancel after the 1st so the invoice gets created automatically).