When to Cancel
Common reasons:- Customer changed mind
- Customer found alternative
- Address error cannot be fixed
- Customer no longer needs service
- Service not available (should be rejected by provider instead)
Cancellation Windows
Before Provider Acceptance
Status:pending or submitted_to_provider
Result: Easy cancellation, no issues
Impact: No commission earned, no penalties
After Provider Acceptance
Status:accepted, scheduled, or in_progress
Result: May have complications
Impact: Depends on provider policy and stage
How to Cancel
Via Dashboard
Via API
What Happens After Cancellation
Cancellation Policies by Stage
Pending/Submitted
Can cancel: Yes, always Process: Immediate Fees: None Impact: NoneAccepted (Not Yet Scheduled)
Can cancel: Yes Process: Usually immediate Fees: Typically none Impact: Minimal, but track cancellation rateScheduled (Appointment Set)
Can cancel: Yes, but may have consequences Process: Contact provider Fees: Possible cancellation fee depending on notice Impact: May affect your account ratingIn Progress (Technician On-Site)
Can cancel: Not recommended Process: Contact provider immediately Fees: Likely charges for time/materials Impact: Negative impact on accountCompleted/Active
Can cancel: No (must cancel service through provider) Process: Customer works directly with provider Fees: Per customer’s service agreement Impact: Commission may be clawed backBest Practices
Confirm before ordering
Confirm before ordering
Verify customer commitment before submitting order. Reduce unnecessary cancellations.
Cancel early
Cancel early
If cancellation is needed, do it as soon as possible. Don’t wait.
Provide clear reasons
Provide clear reasons
Help providers improve by explaining why customers cancel.
Communicate with provider
Communicate with provider
For scheduled or in-progress orders, call provider support before canceling through system.
Track cancellation patterns
Track cancellation patterns
If you have high cancellation rates, identify and address root causes.
Offer alternatives
Offer alternatives
Before canceling, see if a different service would work for the customer.
Reducing Cancellations
Pre-Order Checklist
Before submitting:- Customer confirmed interest
- Budget approved
- Service address verified
- Availability checked
- Customer understands timeline
- Alternative options discussed
Setting Expectations
Tell customers:- Typical installation timeline
- What to expect from provider
- Cancellation policies and potential fees
- Installation requirements (home access, etc.)
Following Up
After order submission:- Confirm with customer
- Share acceptance notification
- Remind about scheduled appointments
- Be available for questions
Impact on Your Account
Metrics Tracked
Providers may monitor:- Cancellation rate: % of orders you cancel
- Late cancellations: Cancellations after scheduling
- Reason patterns: Common cancellation reasons
Consequences
High cancellation rates may result in:- Account review
- Loss of preferred partner status
- Reduced access to exclusive offers
- Commission adjustments
When Customer Wants to Cancel Service
If a customer wants to cancel after service activation:- Don’t use Offergrid: Active service cancellation goes through provider
- Direct customer to provider: Give them provider’s customer service contact
- Not your responsibility: Once active, it’s between customer and provider
- Commission implications: Some providers may claw back commission for early cancellations