Delete Option for Mistakes

[alexalvarado]

There should be a delete option for when you create an estimate you can delete it.

For example, if you select the wrong customer and start to create an estimate. The solution would be to delete it.

Or if you start to create an estimate that is no longer needed.

There should also be a delete option for booked jobs.

Example: If you schedule a call under the wrong customer account, you should be able to delete it.

It seems as though service titian has little room for user error and is not the simplest software to use compared to others software.

[cm]

This does not work for all estimates.

[itzelsanchez]

Same for me

[PamDuffy-PCG · Accepted solution]

Hi there! You can definitely delete in ServiceTitan!

For deleting estimates, here is the Knowledgebase Article on how to do that. 

For a booked job under the wrong customer account, go to the Edit Pencil on the job, then select the correct Customer and Location. 

There is definitely a bit of a learning curve in understanding where to find certain functions, but after a while it's all muscle memory!

[tlmj123]

Can we delete it once it's been batched and exported?