Update project records when projects are canceled or on hold
Update project records when projects are canceled or on hold
Your review updates can leave canceled or on-hold projects with stale details. It clears sensitive fields and updates project status so coordinators see accurate state within minutes.
Overview
Canceled or on-hold projects left with stale details create needless rework and misdispatch for field crews. This workflow updates project items and clears sensitive fields so coordinators and installers see the right status within minutes, preventing wasted trips and faster handoffs.