How Do I Delete an Estimate?

You can remove estimates you no longer need by archiving them. This hides them from your main view while preserving the data for your records. If you really want one gone, you can also delete it permanently.

Archiving an Estimate#

Archiving is the recommended way to remove estimates from your active list.

From the Estimates List (on a computer)#

1. Go to Projects and choose Estimates at the top of the page
2. Tick the box next to each estimate you want to remove
3. Click Archive in the bar that appears
4. Confirm

From the Estimate Detail Page#

1. Open the estimate
2. Tap Actions, then More Actions. On a computer, Actions is in the bottom-right corner
3. Select Archive

What Happens When You Archive#

• The estimate status changes to Archived
• It's hidden from your main Estimates list
• The data is preserved for your records
• It still appears in historical reports and client activity
• You can restore it later if needed

Viewing Archived Estimates#

Archived estimates aren't permanently deleted. To find them:

1. Go to Projects and choose Estimates at the top of the page
2. Use the filter to show Archived estimates
3. Browse or search your archived estimates

Restoring an Archived Estimate#

If you need to bring back an archived estimate:

1. Find the estimate in your archived list
2. Open the estimate
3. Tap Actions (on a computer it's in the bottom-right corner), then More Actions, then Unarchive

It comes back as a Draft. To give it a different status, tap Actions, then Change status.

Archive vs Delete#

Archive (recommended):

• Preserves data for records
• Maintains audit trail
• Can be restored
• Keeps linked project history intact

Delete:

• Removes the estimate for good
• Can't be undone
• Best for mistakes and test quotes

Deleting an Estimate Permanently#

1. Open the estimate
2. Tap Actions (on a computer it's in the bottom-right corner), then More Actions
3. Select Delete and confirm

If the estimate has become a job, Sammy won't delete it while the job depends on it. Cancel the job first.

When to Archive#

Consider archiving when:

• A job didn't proceed and you don't need the estimate active
• You've created a revised estimate and want to hide the old one
• You're cleaning up your estimates list
• The estimate is very old and no longer relevant

Tips#

• Archive declined estimates – Keep them for reference but out of your active list
• Don't archive accepted estimates – These are part of your job history
• Use filters – Rather than archiving everything, use status filters to manage your view

Related Articles#

• What Does Each Estimate Status Mean?
• Working with Projects