How to Delete an Evaluation or Estimate

How to Delete an Evaluation or Estimate/Billing Preview:

In the event that you need to delete an evaluation, or need to delete an evaluation created to use for the Billing Preview / Estimate, you can do so from both the mobile application or web admin.

From the Web Admin:  

Go to the Evaluation you need to remove. Open your Evaluation. Select from the drop-down box at the top right, then "Delete".

From the Mobile App:

Go to Evaluations, choose your Evaluation, then click on "Evaluation Details" from the lower left menu. A "Delete" button will appear on the next screen. This will delete the Evaluation record, which will most often be done when you create an Estimate/Bill Preview and the customer declines and you wish to remove the estimate. 


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