What this guide covers
Common causes
| Cause | What to do |
|---|---|
| Wrong client portal selected | Use Switch Account and pick the correct client |
| Estimates tab hidden | Your contact may be set to never receive estimates — ask the business |
| Estimate not assigned to you | Some contacts only see estimates explicitly linked to them |
| Estimate already rejected | Rejected detail pages are not available in the portal |
| Estimate not yet sent for approval | Wait for the business to send it, or check email for a review link |
Steps
Verify the header
Confirm the business and client names match the project you expect.
Check filters
On the Estimates page, clear filters or switch to Pending Client Approval.
Use the email link
If you received an estimate review email, open the link directly — it deep-links to the correct estimate when your account matches.
Contact the business
Provide the estimate or project name so they can confirm sharing settings and your contact role.