I Can't Send a Quote

If you're having trouble sending a quote, there are a few common things worth checking.

Check Customer Information

Before a quote can be sent, the customer record should contain a valid email address.

Review the customer details and confirm the email address has been entered correctly.

Check the Quote

Review the quote and ensure all required information has been completed.

This may include:

• Customer information

• Quote description

• Pricing information

• Items and services

Incomplete information may prevent the quote from being prepared correctly.

Check Your Internet Connection

Sending quotes requires an active internet connection.

If your device is offline or has a poor connection, the quote may not send successfully.

Try Sending Again

If the quote does not send on the first attempt, return to the quote and try again.

Temporary connection issues can occasionally affect sending.

Confirm the Quote Status

After sending a quote, check that the quote status has updated correctly.

A successfully sent quote should show a status of:

Sent

If the status remains as Draft, the quote may not have been sent successfully.

Still Need Help?

If you are still unable to send a quote, please contact FieldHive Support and provide:

• The quote number (if available)

• The customer name

• A description of the issue

• Any error messages shown on screen

This will help the support team investigate the issue more quickly.