How to Delete a Project, Bid, Quote, Invoice, Purchase Order, or Work Order in MeasureSquare CRM
Delete a Project
Go to Sales > Projects.
Open the project you want to delete.Click the three-dot (⋮) menu in the upper-right corner of the project screen.
Click Delete.
Confirm the deletion when prompted.
Delete a Bid
Go to Sales > Bids.
Open the bid you want to delete.Click the three-dot (⋮) menu in the upper-right corner.
Select Delete.
Confirm the deletion.
Delete a Quote
Go to Sales > Quotes.
Open the quote you want to delete.Click the three-dot (⋮) menu in the upper-right corner.
Select Delete.
Confirm the deletion.
Delete an Invoice
Go to Sales > Invoices.
Open the invoice you want to delete.Click the three-dot (⋮) menu in the upper-right corner.
Select Delete.
Confirm the deletion.
Delete a Purchase Order
Go to Purchases > Purchase Orders.
Open the purchase order you want to delete.Click the three-dot (⋮) menu in the upper-right corner.
Select Delete.
Confirm the deletion.
Delete a Work Order
Go to Installations > Work Orders.
Open the work order you want to delete.Click the three-dot (⋮) menu in the upper-right corner.
Select Delete.
Confirm the deletion.