When something fails, first identify whether the problem is access, an unfinished save, file upload or message delivery. Keep the original page and entered information available while you check what was actually confirmed.
A record or action is unavailable
- Check which Business is selected.
- Check the page’s date, search, Site and archive filters.
- Read the message beside the unavailable action.
- Ask your Business owner or administrator to check your membership, role and relevant Site access.
Access to a Project does not necessarily include its internal costs or every related record. A tool can also depend on the Business’s plan. Those are different issues; a plan change does not replace permission to use a record.
A save was not confirmed
- Keep the page open and read the error or save indicator.
- Correct any field validation error.
- Check your connection, then use the existing retry or save-recovery action.
- If the page says the record was saved but the list could not refresh, refresh the list before submitting again.
- Reopen or reload the saved record only after preserving any unsaved text you need.
A loading button, an automatic-save indicator or an interrupted connection is not confirmation. Creating a second Project, Customer, document or payment to get past an uncertain result can make the situation harder to resolve.
Another person changed the record
Read the latest version before applying your change again. Check the current status, recipient or amount, particularly for Project handovers and commercial documents. A reload that warns it will discard unsaved edits should be treated as a deliberate choice.
Photos or files are unfinished
Keep the upload page open until each item is saved. Retry the failed item using its own control. Check the accepted file type and size if preparation fails, and retain your original file until the saved result can be opened.
Email has not arrived
- Check the intended recipient, including any selected Company contact or Cc address.
- Inspect the document or booking message delivery state.
- Distinguish Queued, Sent, Failed and an uncertain result.
- Check Email & Reminders for workspace email readiness when relevant.
- Retry the existing delivery where offered. If the earlier result is uncertain, check whether it was sent before starting another attempt.
A Customer link can remain useful even when email delivery needs attention. Creating or viewing a link does not mean an email was sent. Pause automatic reminders while resolving an uncertain delivery or an active discussion with the Customer.
If you still need help
Give support the Business name, the area and record you were using, the approximate time and the visible message. Explain what you expected and what you saw. Do not include passwords or full card details. Keep using the existing record and recovery path while the result is checked.