Calculate Material / Equipment Changes in Estimate Tool

NQ
New Contributor II

Hi! Is there a fix in place or workaround for the Calculate button to re-calculate the price of a service within the Estimate tool when a material or equipment has been remove / replaced? My team has tried multiple options, but the dynamic pricing is not updating the final price. Thanks!

1 ACCEPTED SOLUTION

NQ
New Contributor II

I found the issue. We did not have the +Sub-Item and +Sub-Item Material option within the Estimate template. That fixed the issue. thank you for all your help!

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4 REPLIES 4

NQ
New Contributor II

I found the issue. We did not have the +Sub-Item and +Sub-Item Material option within the Estimate template. That fixed the issue. thank you for all your help!

scottf_GBO
Contributor II

When you created the estimate, did you create it as a Dynamic or Static template?  Static templates will not change.  Dynamic should

Scott Forbes
Custom Climate Concepts

scottf_GBO
Contributor II

How old is the estimate?  They should be expiring.  Or do you mean in your estimate templates?

Scott Forbes
Custom Climate Concepts

NQ
New Contributor II

When in the Proposal, I'd add in a Estimate Template and try to replace a material or equipment, but when re-calculating, the retail price does not change.