The Non-zero estimate item can't be added to the estimate from a job with an unmanaged technicians errorLast updated on 09/16/2022
This article helps you understand why you see the Non-zero estimate item can't be added to the estimate from a job with unmanaged technicians error when you add an item to the estimate.
Problem
The problem is that when you add an item in the estimate which acts as a discount, you get the Non-zero estimate item that can't be added to the estimate from a job with unmanaged technicians error.
Solution
This issue occurs because you update the sold by information in the Estimate screen > Update Estimate before adding tasks.
To solve the issue:
Make sure that the job’s splits are assigned to a managed technician
Update the technician who sold the estimate in the opportunity Follow Up screen
Add tasks before updating the estimate details
Make sure the job’s splits are assigned to a managed technician
Open the job’s invoice and click Adjust Splits.
Make sure that 100% of the job’s splits are assigned to managed technicians.
Update the technician who sold the estimate in the opportunity Follow Up screen
To update the technician who sold the estimate:
Go to the navigation bar and click Search.
From the dropdown, select Estimate.
Select the estimate which you want to update.
Click View Opportunity.
The Opportunity Follow-Up screen opens.
Click Sold/Convert.
From the dropdown, select the technician. Note: Make sure to select a managed technician who has splits on the job. For more information, see Managed technicians and non-managed technicians.
Add tasks before updating the estimate details
To add tasks:
Go to the navigation bar and click Search.
From the dropdown, select Estimate.
Select the estimate for which you want to add a task. The Estimate screen opens.
Click Add a task. Note: For more information, see Add an estimate to an existing job and create a project.
It is recommended to add tasks, then update the estimates to avoid getting the Non-zero estimate item that can't be added to the estimate from the job with unmanaged technicians error. Note: If you have already added a sold by on the Opportunity page, this field is populated by the user who was assigned as a sold by.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.