Removing All New Estimates

The Remove All New Estimates feature provides the ability for you to remove all imported EMS estimates that have not been converted to an opportunity or repair order. This feature is available to Repair Workflow Users.

To remove all new estimates

1. Select View > Workfiles from the menu bar.
2. Select the Views option in the Workfiles panel.
3. Click on the New option under Open Opportunities.
4. Review the list of workfiles in the Search Results pane.
5. Select Remove All New Estimates from the toolbar. The message Remove all new EMS estimates for (location)? opens.
6. Click OK. The imported EMS estimates are removed.