I Clicked On My Estimate, and My Services/Work Areas Are Missing

If you had created a prior Estimate, and then went back in to view/edit it, and noticed all of your fields are blank/missing (see screenshots below), it is most likely due to your Default Taxes not having been set up.

To set up you Default Taxes:

  • Click Item Catalog
  • Click Taxes
  • Click Setup Defaults
  • Setup your Default Taxes for:
    • Purchasing Tax (Step 1)
    • Sales Tax (Step 2)
    • Select the checkbox to update your Item Catalog (Step 3)

Once you have set up your Default Taxes, your information will re-appear when you access your Estimate.

Click HERE for more information on how to set up your Default Taxes.

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