Selling an estimate

dawnbradley
New Contributor

Good Morning, 

I am trying to "Sell" an estimate and I am getting an error message stating that it can not be sold by a non-managed technician.  I have never had this happen before in the 2 years that I have worked here.  What is going on?

Thanks, Dawn Bradley

3 REPLIES 3

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Is the estimate creator someone who is no longer with the company?

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

@MirandaMel I have this situation and yes a tech that is no longer with the company that created the estimate.

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @dawnbradley -- I don't believe non-managed techs have the ability to convert estimates. Here's a guide that gives you the different abilities for managed vs. non-managed techs on the mobile app, along with the different scenarios.

Sheena @ NiFT