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AysOps Help

Archive or delete an estimate

What this does

Section titled “What this does”
  • Delete removes an estimate for good. You can only delete a Draft that the customer has never approved or declined.
  • Archive hides an estimate from the open list but keeps it on record. Use it for everything else.

AysOps keeps every quote a customer has answered, with their decision and signature, so your records show what was agreed.

Steps

Section titled “Steps”

Delete a draft

Section titled “Delete a draft”
  1. Open the estimate and click Delete.
  2. A red box asks “Delete permanently?” and warns “This cannot be undone.”
  3. Click Delete again to confirm, or Cancel.

Deleting a draft also deletes the estimate’s own copies of the files under Files sent with this estimate, so they stop counting toward your storage. Your Saved attachments are not touched.

Confirming a delete

Archive an estimate

Section titled “Archive an estimate”
  1. Open the estimate and click Archive.
  2. Confirm: “Archive this estimate? It will be hidden from the list.” Click Archive.

If something goes wrong

Section titled “If something goes wrong”
  • There’s no Delete button, or you see “This estimate was sent, so it can only be archived.”: the estimate is with the customer, or they’ve already approved or declined it. Archive it instead. (A quote you recalled before the customer answered is a draft again and can be deleted, unless you sent files with it: the customer was given those files, so it can only be archived.)
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