Estimates
Delete an estimate
Delete from the estimates list kebab, the bulk bar, or the command palette. Confirm in the dialog. Deleting is permanent; use the Canceled status if you want a reversible state.
Delete is the permanent action. Use it for accidental estimates, test data, and obvious duplicates: anything you want gone, not just out of view.
There is no undo. Once you confirm, the estimate is gone.
If you want a reversible "this job didn't happen" state, set the estimate's status to Canceled instead.
Delete from the estimates list
- Find the estimate's row.
- Open the row's kebab menu (⋮) and choose Delete.
- Confirm in the dialog.
Delete several at once
Tick the checkboxes on the rows you want to remove, then use the bulk bar's delete action. One confirmation removes the whole set, so read the count before you confirm.
Delete from inside the estimate
With the estimate open, press ⌘K (Ctrl+K) to open the command palette, type "delete," and choose the delete action. Confirm in the dialog.
What happens on confirm
- The estimate disappears from the estimates list.
- Its chat history, photos, and estimate data are removed.
Delete vs. Canceled
| Action | Reversible? | Where it lives | Use it when |
|---|---|---|---|
| Canceled (status) | Yes, flip the status back | Canceled filter on the estimates list | The job isn't happening but you want a record |
| Delete | No, gone | Nowhere; the row is removed | The estimate shouldn't exist (test, accident, duplicate) |
If you're not sure, set the status to Canceled. You can always delete later. You can't un-delete.
Related
- Change an estimate's status: the reversible alternative
- Duplicate an estimate: when you'd rather branch than delete
- Command palette: delete without leaving the keyboard