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LakeOps

Skipping a season without canceling the plan

To skip a single season for a customer, leave their service plan ticked at rollover, generate as normal, and cancel just that job — the plan stays active and next season generates for them like any other year, while unticking them at rollover would cancel the plan for good.

The customer is renovating and wants no dock this year — but they’ll be back next spring, and they’ve been with you eleven years. You want this season skipped and nothing else touched. There’s a right way to do that, and a trap that looks like it.

The trap first: unticking is not a skip

Unticking a customer on the rollover screen cancels their service plan. It stops this year’s work and every year after — nothing will ever generate for them again until somebody notices and rebuilds the plan. It’s the right move for a customer who sold the cabin, and the wrong one for a customer who’s back next year.

The supported way to skip one year

Leave them ticked. Generate the season as normal, open the job it created for them, and cancel that job.

A canceled job is a stop that isn’t going to happen: it comes off the map’s open work and out of the crew’s pool, and it stays in the record with the reason it didn’t run. The service plan doesn’t feel it at all. And the skip sticks — a season only ever holds one job per plan, and the canceled one is it, so generating again later (for a new customer, say) won’t resurrect the stop.

Next year: nothing to remember

This is the point of doing it this way. The plan stayed active, so next season’s rollover lists the customer like everyone else, and generating creates their work as if nothing happened. No note on the whiteboard, no “remember to re-add the Hendersons” in anybody’s head.

If you already unticked them

Recoverable, with a little typing. Create a new service plan on their property — same service, same term, tick the same items — and generate the season again if they should be back on this year: only the missing job is created. The canceled plan stays in the record as history, which is accurate — the arrangement did stop, and then a new one started.

One honest note about the bill

Skipping this way still generates a job for the property, so the property still counts as serviced for the next twelve months of your LakeOps bill — canceling work never lowers the count. For one renovating customer that’s at most a dollar a month; the reason to know it is so the number on the rollover screen doesn’t surprise you.

Still stuck? Ask us — or go back to the help center.

See it with your own shoreline on the screen

Half an hour. A few of your properties loaded, the pins dropped, a season run through it. If it’s not obviously better than what you’re doing now, that’s the answer you’ll get.

Nothing to book and nobody to talk to — you're in within a minute. Or have us walk you through it if you'd rather see it on your own shoreline first.