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PQR Screen is Empty

Sometimes, when I go into the PQR screen, it's blank. Anyone know what's up?

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Posted 2012-08-28T17:48:41+0000  by TidyGuy TidyGuy
 

 

Hello again :smileyhappy:

 

Question;

 

From the Estimator’s Home page are you selecting an estimate category first or you're going straight to the PQR screen?

 

Reason I’m asking is because in order for PQR screen to display, you would need to select an estimate category first ex ."Roofing”.

 

 tg.JPG

 

 

 Once the category (“Roofing”) is selected, it will bring up a pop screen where you can specify the service you wish to propose to your customer;

 

tg1.JPG

 

From there ,with proposal screen completed and saved, you will  gain an option of adding materials in PQR screen and requesting it to be e-mailed to the Home Depot.

tg2.JPG

 

Hope this helps,

 

George

Posted 2012-08-28T18:49:06+0000  by George_HD_CHI

First you need to select a product to attach to the line item you select.  When you come into the PQR screen, please make sure you click on the refresh button.

 

If you go to the HELP page, there is a short tutorial video on how to populate the PQR.

 

Cheers!

Posted 2012-08-28T20:10:54+0000  by Fronk
 
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