What is the process for deleting multiple estimate items at once?

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Problem

Users cannot delete multiple estimate items at once in ServiceTitan. Each item must be deleted individually.

Note: When there is an item group (bundle) you can delete the whole bundle instead of deleting one item at a time.

Solution

Remember, deleting items is a line-by-line process. This method ensures that items are not removed by mistake.

Remove items from an estimate

  1. Find the estimate you want to edit.

  2. Click on the estimate to open it.

  3. Scroll to the list of items in the estimate.

  4. Locate the item you want to delete and click the delete next to the item.

  5. Confirm the deletion if prompted.

  6. Repeat steps 4 and 5 for each item you want to remove from the estimate.

In case there is an item group, deleting the parent item will also delete the items attached to the group. For more, see Create and use item groups.