Pick an estimate from a list, confirm, and its portal links, contracts, projects and progress are rolled back to the point just before it was sent — on the same underlying job, so you can re-walk the funnel repeatedly.
Also called: re-run the funnel · reset the estimate · practice the sale again
- 1The server reset returns the affected job and project ids and a per-table report of what was cleared
- 2The browser then purges the per-device state the server can't reach: the job/portal-link maps and the stage-checkbox state that lives only in local storage
- 3A reload link is offered afterwards because other views hold their own cached copies
Rehearsing send, approve, sign and start meant a fresh job every time, because an estimate that has been sent cannot be sent again. One button puts a single test job back to never-sent so the same one can run the whole way through again. It clears what the browser is still holding as well — an earlier version cleaned the records but left the screen showing 'Go to Project' with the stage boxes still ticked, which looked exactly like a reset that had not worked.
- Funnel rehearsal requiring a brand-new estimate every time
- Half-reset state where the database is clean but the browser isn't
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
or keep browsing features →