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.
Related Articles
How to Create and Edit a Purchase Order in MeasureSquare CRM
In this article and video we will show you how to create a purchase order in MeasureSquare CRM Step 1: Open your project in MeasureSquare CRM. Go to the Diagram screen where the project and estimation data are located. Step 2: On the Diagram screen, ...How to Create a Quote in MeasureSquare CRM
In this article you will learn how to create a quote on MeasureSquare CRM. There are two methods to create a new quote: Method 1 Step 1. Select your project Step 2. From your Project view, open your diagram Step 3. Click the +Add button to the right ...How to manage everything in your MeasureSquare CRM project?
In this article, we will cover on how to manage everything inside of your Project View. This article applies to MeasureSquare CRM. Navigate to your desired project in order to have access to your Project View page. Steps to Manage Your MeasureSquare ...MeasureSquare CRM Implementation Checklist
A start-to-finish guide for your implementation manager Document File for the Implementation Checklist: CRM Implementation Checklist PHASE 0: Pre-Implementation Planning Complete before any configuration begins. Estimated time: 1–2 weeks. Strategic ...CRM User Manual: Procurement & Installation, Lesson 5: Change Order Management and Tracking
Change Orders Change Order management can be one of the most impactful—and complex—parts of the project lifecycle. In many cases, it determines the profitability, accuracy, and long-term success of a job. For small retail or residential work, Change ...