Cleaning up Estimate Screen - Mass delete or easily close
To Delete large numbers of old estimates you can hit ctrl F5 in the open order screen, which will bring up a pop up with a date field, enabling you to delete all estimate prior to the date you select. Easily closing Estimates you no longer need - In the open orders screen, hitting F5 will close the estimate you have…
Closing Estimates
To close open estimates you can use F5 on the open order screen to mark estimates closed, this is typically password protected to prevent from closing Estimates by accident. Please do not use this on open orders of any other kind. Recommend the Service and Parts managers maintain their open order screens to veri…
