There are two ways you can delete an Estimate from Service Autopilot: from the Estimate List or from a Client or Lead Account.
From the Estimates List
- Go to CRM > Estimates.
- Select the checkbox for the Estimate(s) you would like to delete.
- Click Delete.
From a Client or Lead Account
- Navigate to a Client or Lead Account.
- Click All to view all Estimates.
- Click the red "X" to the right of any Estimate to delete it.
