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AI assistant
I forgot my password.
Where do I start a new job?
Can a tour change my data?
Why can't I see a customer?
What does the duplicate warning mean?
What do I need to save a customer?
The customer only gave me an email — why can't I save the quote?
Which province decides the tax?
Can I start from New Quote on the Dashboard?
Why can't I add windows yet?
The size is out of range — what now?
Can I type fractions of an inch?
How do I size a combo?
I changed the defaults — do old lines change?
How do I add a custom extra?
What is a Main quote vs an Alternative?
How do I make an alternative the Main?
What are the discount limits?
What's the difference between L1, L2 and L3?
Why is my discount blocked?
Why is 30% + 10% only 37% off?
Where is the Recheck / Measure Form now?
Which document do I send?
Why is the contract blocked?
How does the customer sign?
Where are my documents?
The quote is locked — how do I change it?
What happens after the PO?
How does the deposit work with financing?
Can I promise a rebate?
Why is the $2,500 offer greyed out?
Can I combine an offer with my L2?
The customer asks what the 30% is off of.
How do I undo an offer?
Why can't I save — amber offer warning?
Where does the promo show on the contract?
Is it safe to show the Compare screen to the customer?
Why are my L2/L3 fields locked?
The $250 promo ended — what now?
Do entry doors count for the $250 promo?
The assistant says it's not in the knowledge base.