If a product or service fails with "Product can not be found by given value" on submit, the catalog drifted from Service Fusion. Have an admin re-import via Catalog Import.
🏷️ Select Estimate Owner
Who gets credit for this sale?
🏷️ Estimate Owner (sales credit)
👤 Select Customer
Search by customer name or service address
✕ Change Customer
📋 Add Line Items
Select services and products from the catalog
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📝 Estimate Line Items
No items added yet — select from the catalog above
Estimate Total
$0.00
✅ Review & Submit
Confirm the estimate details before submitting to Service Fusion