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How to automatically delete unbooked anonymous estimates

Guide for the option to delete all unbooked anonymous estimates automatically based on their age.

Updated over 10 months ago

When a customer shops your pricing without signing in, the estimate they create is owned by your special Anonymous Estimate user.

You may wish to delete these anonymous unbooked estimates after a period of time has passed. Detail bookie can delete them for you automatically.

The Detail Bookie back office delete unbooked anonymous estimates screen

โš ๏ธ This screen is only accessible to users with the Setup Company access role.

Change this setting by Navigating to Setup > Company > Maintenance from the back office main navigation menu.

If you want to delete the estimates right away, use the Delete old anonymous estimates now button.

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