We have a commercial customer that called for recommendations and estimates, our tech accidently sent the estimate to the HOA instead, is there a way to keep the HOA from viewing the estimate in the portal now?
I think you'd have to duplicate the estimate and then delete everything off it or have the tech delete it. You can also update the bill to on the job but I believe deleting the items or entire estimate would be necessary. They shouldn't be able to see the duplicate but if a PDF copy was sent too we can't really reverse that. Hope that helps!
