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Delete Schedule Entries/Service Calls

This action removes appointments and scheduled work from tickets. By default, it only deletes incomplete scheduled entries, but you can configure it to also remove future completed entries.

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This action permanently deletes calendar scheduled entries and cannot be undone. Use with extreme caution and always test first!

Why is it useful?

Sometimes tickets accumulate scheduled work that's no longer relevant - cancelled appointments, outdated maintenance windows, or planned work that's become unnecessary. Instead of manually cleaning up each calendar entry, this action bulk-removes unwanted scheduled work, helping keep your calendar clean and organized.

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This action is currently fully supported for ConnectWise. Autotask support is planned for future releases, if you are an Autotask user and needs this action please reach out to Neo Team!

Quick Start​

Here's how to safely clean up scheduled entries:

  1. Choose your trigger - Works great with Ticket Update when status changes to "Resolved" or "Cancelled"
  2. Filter carefully - Use ticket filters to target only tickets that need schedule cleanup
  3. Configure deletion scope - By default, only incomplete entries are deleted. Enable "Delete future entries" if you also want to remove future completed entries
  4. Test first - Always test on a few non-critical tickets before running on important data

Best Practices​

Safety First​

This action can't be undone and removes calendar scheduled entries from selected tickets. Always double-check your ticket filters and test on non-critical tickets first.

Understand What Gets Removed​

By default, the action only removes calendar entries that aren't marked as "done" or "completed" in your PSA, preserving your completed work history.

However, if you enable "Delete future entries", the action will also remove future appointments that are already marked as completed. This is useful for cleaning up completed appointments that are scheduled for future dates but are no longer needed.

Choose the Right Deletion Scope​

  • Default behavior - Only deletes incomplete scheduled entries (past and future)
  • With "Delete future entries" enabled - Also deletes future entries that are already marked as completed

Perfect for Status Changes​

This action works great when tickets are resolved or cancelled. Set up triggers that automatically clean up scheduled work when tickets no longer need it.

Use Precise Filters​

Be very specific with your ticket filtering. You don't want to accidentally remove scheduled work from active tickets that still need those appointments.

Common Use Cases​

This action is perfect for:

  • Cleaning up appointments when tickets are resolved early
  • Removing cancelled scheduled maintenance work
  • Clearing outdated calendar entries from old tickets