Why can’t I sell an estimate with a deactivated technician assigned to a job?

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Problem

When selling an estimate, an error message: "Cannot sell the estimate with a Non Managed Technician." appears. This happens if a deactivated technician has a 100% split.

Solution

Follow the steps below to sell an estimate with a deactivated technician.

Sell an estimate with a deactivated technician assigned to a job

  1. Go to the specific invoice with the error.

  2. Click Adjust splits.

  3. Click Add another

  4. Assign a managed technician from the dropdown.

  5. Set the split (sold hour) to 100% for the active managed technician and set 0% for the deactivated technician.

  6. When finished, click Save.