Troubleshooting
Get help with the details support needs
Send a report that can be investigated quickly.
Before you start
Capture the error while it is visible, without including passwords, tokens or payment credentials.
Follow these steps
Write your company name, the affected screen and what you were trying to do.
Include the property address or run reference, approximate time and the steps that led to the problem.
Add a screenshot of the message and say whether it happens on phone, tablet or desktop.
For mail, include the recorded state. For a QR issue, include the test timing and whether the run was with the printer or marked mailed.
Email admin@qwik-quote.com and mention whether a real customer or scheduled mailing is affected.
Support has enough context to locate the issue without guessing which company or property you mean.
If something looks wrong
- Do not repeat purchases, mail releases or CRM retries just to see whether the problem disappears.
- For an apparent failed save, preserve the unsaved text and error before refreshing.
RELATED WALKTHROUGH
Your first steps in QwikQuote
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Start with the menu
Open the menu in the top left. Prospecting is where you find houses. Leads is where you follow up responses. Delivery is where you review mail.
Finish at your pace
Getting set up shows the remaining account requirements. You can open the map before branding is finished. Customer-facing output can still wait for pricing, credits and delivery setup.
Read the next action
Home summarizes the work waiting on your account. A held piece is different from one that is ready, and neither means the homeowner has received it.
Return when you need help
Use Company settings for your business details and tools. Each teammate should use their own login. The written guides explain the individual steps in more detail.