TroubleshootingBeginner4 min read

Offering Not Appearing in Estimates? Status and Visibility Check

Fix missing offerings in your estimates by checking status settings and visibility options in Local Business Pro.

Quick Answer: If an offering isn't appearing in estimates, it's likely deactivated. Go to AI Logic > Offerings, find the service, and check that its status is set to 'Active'.

The Problem

When creating an estimate, you can't find a service you know exists in your system. This usually means the offering has been deactivated or there's a filter hiding it.

Step-by-Step Solution

Navigate to AI Logic > Offerings
Clear any active filters (Type, Status, Search)
Set the Status filter to show 'All' or 'Deactivated'
Find your offering in the list
Click View to open the offering
Check the Status field - change to 'Active' if deactivated
Click Save to apply changes
Return to your estimate - the offering should now appear

Common Causes

Deactivated status: Someone turned off the offering (intentionally or accidentally)
Wrong type filter: You're looking for a Service but it's categorized as a Product
Search typo: The search is filtering out the offering due to a misspelling
Recently created: The page may need to be refreshed to show new offerings

Frequently Asked Questions

Q: I reactivated the offering but it still doesn't show. What now?
A: Try refreshing the page or logging out and back in. The change should be immediate.

Q: Can I have the same offering in multiple categories?
A: Each offering exists once. Use clear naming to organize them (e.g., 'Residential AC Repair', 'Commercial AC Repair').

Tags:

offeringsestimatesvisibilitydeactivatedtroubleshooting

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