02-05-2024 06:54 AM
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
02-05-2024 12:51 PM
Is the estimate creator someone who is no longer with the company?
10-15-2024 11:05 AM
@MirandaMel I have this situation and yes a tech that is no longer with the company that created the estimate.
02-05-2024 08:33 AM
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.