Find missing projects, documents, or actions

A project or document is missing

1. Check the business name in navigation. Switch businesses if the work belongs somewhere else.
2. Open the relevant list: Projects, Estimates, Invoices, or Requests.
3. Clear the search and status filters. Check Archived or Converted where relevant.
4. Open the project directly and check its document tabs or logbook.
5. Refresh once you have saved any open edits.

If another teammate can see it but you cannot, ask your admin to check your membership and document access. Do not create a duplicate until you know the original is missing.

A button or setting is missing

Some actions require an owner, admin, or an enabled crew permission. Some features also depend on business availability and app version. Check menus on smaller screens, update the mobile app if needed, and ask your admin about access.

A customer cannot open a document

Check that the estimate or invoice was sent to the intended client and that you shared its current link. A revoked portal link stops working. Review Client Portal access before sharing a replacement privately with the client.

If you still need help, include the page or document name, the action you expected, and the message Dave shows. A screenshot of the problem is useful; avoid including customer details that are not needed.