Troubleshooting: Login, Uploads, Maps and Email
Resolve common issues without duplicating customers or exposing information.
Before you begin
- Use an approved browser and stable network connection.
Step-by-step instructions
- 1
Login denied?
Confirm you have an authorized internal account. Other companies should request early access.
- 2
Account missing?
Clear filters, search by name and address, then refresh before creating another record.
- 3
Map pin missing?
Check address and coordinates; device location permission does not repair missing customer coordinates.
- 4
File picker opens camera?
Choose the separate Choose Files / Upload control rather than Take Photo.
- 5
AI update incorrect?
Review the original conversation and correct the customer record.
- 6
Quote email missing?
Check the mail application’s Sent folder. Save & Prepare does not automatically send.
- 7
Export incomplete?
Check record limits, errors and warnings. Do not call an incomplete CSV a backup.
- 8
Still blocked?
Note the page, time, steps and error text; share only redacted screenshots with an authorized administrator.
Expected result
You can isolate the problem and avoid unsafe retries.
Sales best practice
Never share passwords, customer secrets or unredacted payment information.