Knowledgebase: FAQ's
Why is my Proposal Document coming up Empty ?
Posted by Arturo Bravo, Last modified by Arturo Bravo on 04/03/14 05:00 PM

If you are experiencing a proposal document with missing information (Contact Name, Address )

 

This issue is often caused by a missing contact on the job.

To check the customer information on the job we will:

1) Make sure you have the estimate you are working on Open.

2) Select the Customer Information Screen

3) Make sure that you have a Site Address, Billing Addres and Main Point of Contact Assigned to your job.

Please See image below, all 3 Icons should be colored in, if they are Gray, then you are missing an item.

Please select this link for instructions on adding a Contact to your job: Customer Information Screen

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