1. Quotes Not Sending
- Cause: Incorrect customer email/phone, lack of SMS consent, or system connectivity issues.
- Solution: Verify customer contact info, confirm SMS/email consent, and check network connection.
2. Jobs Not Appearing in Calendar
- Cause: Job status not set to Scheduled, or calendar sync issue.
- Solution: Confirm job status is Scheduled and verify Google/Apple Calendar sync settings.
3. Payment Failures
- Cause: Incorrect payment details, expired card, or payment processor issues.
- Solution: Confirm payment information with customer and retry. Check payment processor dashboard for errors.
4. Notifications Not Sent
- Cause: Notification settings not enabled, or customer opted out.
- Solution: Verify notification preferences and customer consent for SMS/email alerts.
5. Team Member Assignment Conflicts
- Cause: Overlapping jobs or unavailable team member.
- Solution: Check team availability and adjust assignments to resolve conflicts.
6. Reports Not Updating
- Cause: System delay or incorrect filters applied.
- Solution: Refresh reports, check filters, and ensure jobs/invoices are marked completed/paid.
Best Practices
- Review common issues regularly to prevent recurring problems.
- Keep contact information, schedules, and payment methods up to date.
- Use system logs and support documentation to troubleshoot effectively.
- Train team members on proper use of Estizee to minimize errors.