View and recover a deleted estimateLast updated on 05/12/2023
This guide provides steps to follow when you can't view an estimate that was deleted from ServiceTitan but still can be accessed from the job audit trail.
LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.
Problem
When an estimate is deleted from ServiceTitan, it will not show up on the customer profile, invoice, or job page. However, it can still be accessed from the job audit trail.
Solution
1. Go to the job audit trail.
2. Select the deleted estimate that you want to view.
3. Duplicate the estimate by clicking on "Duplicate" at the top right corner of the page.
4. Edit the duplicate estimate as per your requirement.
5. Save the edited estimate.
6. The duplicated estimate will now appear on the customer profile, job page, and invoice.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.