Archive an estimate

Clear out accidental estimates and extra copies. An Admin archives them from the job's Job actions (⋮) menu, and Wave support can restore an archived estimate if you need it back. To set a whole job aside instead, cancel it and reopen it anytime. See Cancel or reopen a job.

Archive from the Job actions menu

1. Go to Jobs and open the job.
2. Open Job actions (⋮) in the job's top bar and choose Archive….
3. Choose Estimates or the dry log, then tick each estimate to archive. An estimate that holds the job's drying log takes the log with it, and the box shows Goes with its estimate.
4. Click the button, for example Archive 1 estimate.

Archive is available to Admins. If you archived the estimate on screen, Wave returns you to the job's Estimates tab, or to its Overview when no estimate is left. On a phone, the same ⋮ menu sits in the job's top row.

Locked estimates

Unlock a locked estimate first from Job actions (⋮), then archive it. See Lock and unlock an estimate.

What's archived and what stays

Archived:

• The estimate and its line items
• The estimate's own photos, documents and videos (the ones attached to the estimate rather than filed on the job)
• The job's drying log, when that log was built from this estimate. The confirmation tells you when this applies.

Stays:

• The job, with its Overview details, contacts and notes
• Files on the job's Files tab
• The job's other estimates

The estimate leaves the job's Estimates tab and the estimate switcher, and Wave keeps it in its archive, where Wave support can restore it. The credit the estimate used is not returned.

Archive or cancel

If you're not sure, cancel the job. You can archive an estimate later.

Related

• Cancel or reopen a job: the reversible alternative
• Duplicate an estimate: try a variant without starting over
• Several estimates on one job: how a job's estimates fit together