Dismissing old estimates in bulk.
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12-21-2023 06:56 AM
I hope ST can create a way for us to dismiss old estimates in bulk, instead of one at a time. That would be very helpful!
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Estimate Details
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Office Estimates
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02-22-2024 05:59 AM
You're right that it would be great for admin to have this tool, but my CSM at ServiceTitan was able to perform a mass dismissal for me. It was an easy process: I simply needed to provide a list of the Estimate IDs that we needed dismissed, and then 380 old estimates were taken care of.
Hopefully you've had this resolved since your post, but in case not, check with your CSM!
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12-26-2023 04:48 AM
@helen126, thanks for sharing your feedback. That sounds like something for the ideas page! 💡
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