Question
- How can I delete an estimate in DASH?
- How can I zero out an estimate in DASH?
Answer
Disclaimer
Some Franchises restrict the deletion of Estimates. If your franchise does not allow it, you can zero out the Estimate instead. To do so, navigate to the job’s slideboard (job page) and navigate to the Accounting Information quadrant, then click on the Add Estimate button. In the Add Estimate window, choose Revision, Main, then attach a PDF (this can be a blank PDF), enter a $0 amount, and click the “Update Dollar Amount” button.
Securities
The ability to Delete an Estimate requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand Accounting > Estimates > Add/View/Update Estimate > check the box next to Delete. 4. Save your changes
Before proceeding with any deletion in DASH, be aware that it is a permanent action and will not be able to be recovered.
To delete an estimate from a job, follow the steps outlined below:
- First, navigate to the job’s slideboard (job page)
- Locate the Accounting Information quadrant, then click on the "Acct Details" button.
- From the Accounting Details page, click on the “Estimates” button.
- On the Estimates page, you will want to locate the Estimate, click the checkbox to the left, and then click the Delete button at the top of the page.
- NOTE: If you do not have access to one or all of these areas, contact your system’s administrator to request access. You also can refer to the disclaimer at the top of this page with directions on how to zero out an estimate instead.
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