Home → EstiMate Version 2 → Known Issues → The "Bill To" filed is missing some of the customers information on my jobs and estimates. How do I get that information to show up?

1.7. The "Bill To" filed is missing some of the customers information on my jobs and estimates. How do I get that information to show up?

Q:  After I selected a customer for a job I noticed that the contact person was missing from the "Bill To" filed.  On another job the address was missing from that same field.  How do I get that information to show up?

A:  This seems to only affect jobs and estimates that were imported from EstiMate version 1.  For some reason EstiMate is not pulling all of the information available in that customers record into the "Bill To" field.  We do intend to fix this, but in the meantime here is the workaround.

When you open a job or estimate that was created in EstiMate version 1, and you notice that the contact person or address is missing from the "Bill To" field:

• Click the icon with the 3 dots [...] located to the right of the Customer drop down list.

• The record for that particular customer will come up.  When it does all of the missing information will immediately fill into the "Bill To" filed.

• Close the customers record, and you should never have to do that again for THAT customer - their information should always be complete.