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Deleting Quote Items using Export/Import

This article explains how to delete Quote Items in ServiceBox using the Export/Import method.

Deleting Quote Items:

  1. Log in to ServiceBox and click the dropdown in the top right corner under your username.

  2. Click on Settings. 

 

3. Click the Quote tab, then select Quote Items.

 

4. Click the Export button to download the Quote Items as an Excel spreadsheet.

 

5. The system will generate an Excel file titled ServiceBox Quote Items workbook.

If the file opens in Protected View, click Enable Editing.

 

6. Locate the Delete column in the spreadsheet.

 

7. Change the value in the first row of the Delete column from No to Yes.

 

8. Copy that value down the entire column so that all items are marked for deletion.

 

9. Save the updated Excel file in the same format (.xlsx).

10. To import the file back, go to Quote and then select Quote Items

11. Click on Import button

 

12. Click Choose File and select the updated spreadsheet.

 

13. Select a file and click on Open.

 

14. Click Import to upload the changes.

 

15. Wait 10 to 15 minutes for the process to complete.

The user who uploaded the file will receive a confirmation email once the import is processed.

Need Help?
If you're having trouble deleting quote items or uploading your file, contact our support team at support@jobboxsoft.com.