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How do I delete a multi-segment job or multi-option estimate?
How do I delete a multi-segment job or multi-option estimate?

Delete a job or estimate with multiple portions

Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

You already know how to create jobs with multiple segments or estimates with more than one option. But things change, so now you need to know how to delete these jobs/estimates. 

We'll run through how to delete a multi-segment job here. The process is nearly the same for estimates and jobs, other than this: with jobs the menu will say 'segment,' with estimates the menu will say 'option.' This will make more sense as we go.

To delete a segmented job, you first need to delete any extra segments. Go to the job details page of the segments you would like to delete and click on the arrow next to each segment you want to delete:

A drop-down menu will appear and select Delete Segment:

Then select DELETE in the pop up window:

Continue this process until only one segment remains. Once you're at this point, click the wrench icon in the top right corner of the screen: 

In the drop down window, select Delete Job:

A window will appear for you to confirm that you want to delete the job. Click DELETE to confirm and you're all set:

Want to successfully complete more jobs? Check out the keys to employee and customer satisfaction.

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