This is the 2nd time now a client caled me to discuss an estimate that I created in Syncro, and the estimate is no longer in the portal. Am I missing something llike a setting that auto expires estimates?
It’s embaraasing because I then have no record of the estimate at all and have to ask the client to send me a copy. Is there a “recycle bin” or audit trail that I can check?
Hi Mark, are your statuses filtered in the advanced search? If you include everything does it show up?
If not, go ahead and send us a ticket at help@syncromsp.com with the name of the company you had an estimate for. Then we can take a deeper look at where that may have gone.
That was it!! Thanks, I did not even know there were statuses, but my declined estimates were filtered out.
Glad that uncovered it! 