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Estimates Not Saving or Creating

Troubleshoot issues with creating, editing, or saving estimates in ServTrackr.

By Jeff McKinley•Last updated: January 2025

Validation Errors

Common validation errors and fixes:

  • Missing Required Fields: Ensure client, date, and at least one line item are filled
  • Invalid Prices: Check that all prices are valid numbers
  • Negative Quantities: Quantities must be positive
  • Missing Tax Settings: Configure tax rates in settings
  • Date Errors: Verify dates are in correct format

Browser Issues

If estimates won't save in your browser:

  • Clear browser cache and cookies
  • Disable browser extensions temporarily
  • Try a different browser (Chrome, Safari, Firefox)
  • Check for browser updates
  • Ensure JavaScript is enabled
  • Try incognito/private mode

Line Item Errors

Problems with line items:

  • Remove any duplicate line items
  • Ensure descriptions aren't too long (< 500 characters)
  • Verify inventory items still exist
  • Check that pricing tiers are configured
  • Remove special characters that may cause issues

Permission Issues

If you can't save due to permissions:

  • Verify your user role has estimate creation permissions
  • Check with your account administrator
  • Ensure you're not editing a locked or approved estimate
  • Try creating a new estimate instead of editing

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