Troubleshooting
I did not receive a temporary password
Section titled “I did not receive a temporary password”Ask a company administrator to confirm the account and reset access. They must transfer the replacement temporary password through the approved private channel.
My temporary password or reset link does not work
Section titled “My temporary password or reset link does not work”If Quote Control says the password was updated but cannot confirm the session, reload Quote Control and sign in with the new password. Do not reuse the earlier temporary password.
Ask an administrator to reset access, or submit Forgot password again when recovery email is enabled. An access reset revokes existing sessions.
A module is missing
Section titled “A module is missing”Timeline, Orders and Knowledge are optional. Ask an administrator whether the module is enabled for the company. Disabled modules are blocked on the server as well as hidden from navigation.
Project research is not an optional navigation module. Active users open Feedback → Help shape Projects to save, submit or reopen their own response.
I cannot find a quotation
Section titled “I cannot find a quotation”Clear the status filter and search by QC number, configured external quotation reference, customer or site. If company visibility is owner-only, estimators see their own quotations while administrators can inspect the company portfolio.
A scope suggestion is unavailable
Section titled “A scope suggestion is unavailable”Ask an administrator to check Administration → Integrations and Pilot usage. The company OpenAI connection may be absent, invalid or removed, or the monthly allowance may be used. Manual customer-scope editing remains available.
A suggestion request timed out
Section titled “A suggestion request timed out”Keep the current wording and retry once. Repeated provider attempts can consume the monthly allowance. If the problem continues, send private feedback without customer text and ask an administrator to check the integration.
My quotation is not in Approvals
Section titled “My quotation is not in Approvals”Only a submitted revision strictly above the active threshold waits in the queue. Lower-value revisions are approved automatically. Drafts need to be submitted, and issued quotations remain in the quotation register.
The quotation cannot be submitted
Section titled “The quotation cannot be submitted”Open Review and resolve every blocking finding. Check customer, site, address, work type, customer scope, positive value, cost/selling-value pairs and triggered caveats.
A pilot limit has been reached
Section titled “A pilot limit has been reached”Existing records remain available. An administrator can deactivate an unused account, review private document storage or wait for the monthly scope allowance to reset. Do not delete evidence only to bypass a limit.
I still need help
Section titled “I still need help”Use Feedback when you can sign in, or contact the company administrator through the private route agreed for the pilot. Do not include credentials or sensitive customer information.