HOW DO WE UN SALE AN ESTIMATE

[Previous ContributorPrevious Contributor]

I'd like to request that the "unsell" option be featured on sold estimates that have a signature but have not been booked into a job yet. This is a much more intuitive approach that would provide consistency to the user.

[Previous ContributorPrevious Contributor]

Hello @Christina? !

Here are a few options to unselling an estimate. If the estimate is sold on the office side (no signatures captured) and not yet booked into a job, you can utilized the unsell button. Otherwise, you'll need to duplicate the sold estimate and then delete it afterwards.

Here's a step-by-step document on unselling estimates!

https://help.servicetitan.com/Content/Estimates/re-open-sold-est.htm