Delete a Request

What this guide covers

This guide explains how to handle requests you no longer need. In most cases, closing is preferred over deletion.

Close vs. delete

• Close -- marks the request as resolved. It remains in the system under the Closed filter for historical reference.
• Delete -- permanently removes the request. Only available for requests that have not been converted to a job or quote.

Closing a request

1. Open the request detail page.
2. Click the Status dropdown and select Closed.
3. Optionally add a note explaining why.

Closed requests are accessible from the Closed tab on the request list.

Deleting a request

1. Open the request detail page.
2. Click the overflow menu (...).
3. Select Delete Request.
4. Confirm the deletion.

Screenshot: The overflow menu on a request detail page with the Delete Request option.

Deletion is permanent and cannot be undone.

When to delete

Delete only when:

• The request was created by mistake (test submission, typo).
• The request is spam with no useful data.

Tip: Prefer closing over deleting. Closed requests preserve the audit trail and can be reopened if needed. Deleted requests are gone permanently.

Note: Converted requests cannot be deleted because they have linked job or quote records.

Related articles

• Track Incoming Requests
• Manage Request Status
• View Request History