How do I delete a Service Call Reason?

Overview

Service Call Reasons can be deleted when they are no longer needed. Removing unused reasons helps keep the list organized and ensures users only see relevant options when creating service calls.

Steps to Delete a Service Call Reason

Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.

You will be redirected to the Settings page. Click on X-PRO Settings. A drop-down menu will appear. Select Service Call Reasons from the Service list.

Find the Service Call Reason you no longer want to use. Click the Delete option associated with the Service Call Reason.

When prompted, confirm the deletion to permanently remove the Service Call Reason from your organization.

Note: Only users with the appropriate administrative permissions can customize Service Call Reasons. Any changes made to Service Call Reasons will apply across the entire organization. Additionally, if a Call Reason has already been used in one or more service calls, it cannot be deleted.

Updated on: 06/23/2026

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