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January 22, 2024
Question

When i send a estimate to customer the rate and quantity does not show up but it is in the attached pdf how do i fix this?

  • January 22, 2024
  • 1 reply
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1 reply

January 22, 2024

Hello there, @platinumlawnserv

 

Currently, we have an ongoing investigation about rate that doesn't show up in an estimate. Rest assured that our engineers are doing their best to fix it as soon as possible.

 

I recommend contacting our Customer Care Support team so you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. 

 

 

Here's how:

 

  1. Click the (?) Help icon in the upper right-hand corner of the dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

 

Here are some articles that provide more tips about handling estimates and other sales forms:

 

 

Finally, after a customer accepts your estimate, you can convert that estimate directly into an invoice.

 

If you have more concerns about sales transactions in QuickBooks, you can hit the Reply button. I'll be around to help you. Stay safe, and have a good one.