Troubleshooting

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

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

Timeline, Orders and Knowledge are optional. Ask an administrator whether the module is enabled for the company. Disabled Timeline and Orders modules are blocked on the server as well as hidden from navigation. Knowledge is paused for general company use: disabling it hides navigation and prevents its page from opening, but does not remove static content already downloaded by a browser. See Knowledge for its visibility limits.

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

Choose All quotations, clear the status filter and search by QC number, configured external quotation reference, customer or site. Use Archived for archived work. If company visibility is owner-only, estimators see their own quotations while administrators can inspect the company portfolio. See find, reuse and close quotations.

A scope suggestion is unavailable

Ask an administrator to follow the OpenAI setup recovery steps and check Pilot usage. A saved key alone does not confirm model access or available API billing. Manual customer-scope editing remains available.

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.

I cannot find my quotation

Open Quotes in the navigation. Check the selected view, status and search. Choose Clear filters to return to Active, or select All quotations to include completed and archived work. Dashboard’s View all quotations opens Quotes and clears those filters. A workload shortcut shows only its matching non-archived status.

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

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

Existing records remain available. An administrator can deactivate an unused account, review private document storage or wait for the monthly AI-operation allowance to reset. Do not delete evidence only to bypass a limit.

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.

Report import is missing or analysis is unavailable

Report import is a gated pilot feature. Its absence does not prevent manual quotations or remove existing source attachments. Where enabled, an administrator can check the OpenAI connection and shared AI allowance.

For uncertain requests, viewer failures or expired imports, follow the report recovery steps.