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.

Make sure 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

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.