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.
Important Notes
- Access Restriction: If you do not have access to one or all of these areas, contact your system’s administrator to request access.
- Alternative: You can also refer to the disclaimer at the top of the page for directions on how to zero out an estimate instead of deleting it.
Follow these steps to successfully delete an estimate within the job management system:
- Navigate to the job's slideboard (job page).
- Locate the Accounting Information quadrant.
- Click on the "Acct Details" button.
- From the Accounting Details page, click on the “Estimates” button.
- On the Estimates page:
- Locate the Estimate you want to delete.
- Click the checkbox to the left of the estimate.
- Click the Delete button at the top of the page.
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