- An example customer that uses your email
- An example estimate, also emailed to you
1
Leave them until you have clicked through once
Open the example estimate so you can see Send, Mark approved, and Convert to job before you do it with a real customer.
2
Archive when you want a clean list
On Customers or Estimates, select the example row and click Archive. Archived rows stay out of the active list. You can restore them from the archived filter.
