Common problems
"You don't have permission"
Your role may not allow it (techs can't open estimates or rates). If you should have access, ask an owner or admin to check your role in Settings → Team.
Something isn't uploading
The bar at the top shows it: gray = offline, blue = uploading, orange = tap Retry. Files stay on your phone until they upload — don't delete the app while anything is waiting.
A floor plan room won't load
The plan lists each room it couldn't load and why. Most often the scan is still uploading from the phone that took it — open the app on that phone with signal.
The laser connects but nothing arrives
Settings → Laser Measures: make sure it's the active laser and the right type. Press measure and screenshot the list at the bottom; send it to support.
Scans look wrong
- Rooms in the wrong place or rotated → Arranging rooms on the floor plan.
- A crooked or triangular outline → Shape in Floor Surfaces.
- Plastic sheeting or railings read as walls → reshape the outline past them.
- A stairwell counted as floor → Blank it out.
"QuickBooks needs to be reconnected"
QuickBooks stopped accepting the connection (it was turned off in QuickBooks, the QuickBooks user changed, or it sat unused too long). An owner or admin: Settings → QuickBooks Online → Reconnect QuickBooks, sign in to Intuit and approve. See Connect QuickBooks Online.
Proposal emails
Email needs Apple Mail set up on the phone. Otherwise use Copy Accept Link or Share PDF.
Can't sign in
Use Forgot password? on the sign-in screen. Joining a company? Sign up with the exact email the invite was sent to and verify it.