To ensure you don't accidentally delete your hard work, areas and line items cannot be deleted directly from the estimate. You must first archive it. By archiving items, they will appear in the Archived section of your estimate. From there, you can move them back to the estimate, or delete them!
How to archive an area or line item from an estimate
Method 1: Click the checkbox of the area/line item you would like to archive. Then select archive from the toolbar along the bottom.
Method 2: Click the 3-dot icon to the right of the item, then select archive.
How to archive a substrate from an area
Open the area, click the three dots to the right of the surface and select archive.
How to view archived items
Items will then appear in the Archived section of the estimate. You can access this section by opening the archived tab at the top.
Items that are saved in the archived section can be added back to the estimate at a later time, or permanently deleted. You can also keep items in the archived folder. They are not visible to the client on the estimate or to your crew on the work order.
How to move archived items back to the estimate
Method 1: Open the archived section and check the boxes next to the item(s) you wish to unarchive. Afterward, simply click Move to Estimate from the toolbar along the bottom. This approach is particularly useful when you need to unarchive multiple items at once!
Method 2: Click the 3-dot icon to the far right of the item you want to unarchive and select Move to Estimate.
How to permanently delete items
If you want to remove items from your estimate, start by archiving them. In the Archived section of your estimate, choose the item you want to delete either by using the checkboxes on the left side of the item or the three-dot icon on the right side.
Keep in mind that this action will permanently delete the item from your estimate, and there's no way to retrieve it afterward.