Reason Codes are predefined labels your team can select when performing certain actions — such as marking a work as failed or cancelling a document. They provide structured data for reporting and auditing.
Accessing Reason Codes
Go to Settings → Reason Codes.
Creating a Reason Code
- Click + New Reason Code
- Enter:
- Name — the label shown in dropdowns (e.g.
Customer Not Home,Parts Unavailable,Duplicate Entry) - Description — optional explanation
- Name — the label shown in dropdowns (e.g.
- Click Save
Using Reason Codes
When a team member performs an action that requires a reason (e.g. failing a work or cancelling an invoice), they'll see a dropdown of your configured reason codes. Selecting one records the reason against the activity log.
Editing or Deleting Reason Codes
Click on a reason code to rename it or update its description. Deleting a reason code does not affect historical records that used it.
:::tip
Keep reason codes concise and specific — vague codes like "Other" make reports less useful. Create enough options that your team rarely needs to free-type a reason.
:::