The Non-zero estimate item can't be added to the estimate from a job with an unmanaged technicians errorLast updated on 05/12/2023
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.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.