If you notice that your Manager SE system is starting as an R.O instead of as an estimate, there is an easy fix for that.
You’ll want to fix this ASAP. Once an order is in the R.O type, it can not be moved back to an estimate.
Steps
- Click the “New” button
- Toggle the “Start New Order As:” to “Estimate”
- Then close the window/
- Just to be sure, click “New” button again and verify the change