The following are common reasons and resolution that an EB contract might be blocked. The error message typically provides enough detail to diagnose the issue.
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Error: “Phase assigned to user employees”
- the employee license number needs to be filled out for the user
Employee license number info can be added in Org Settings > Users > Search for user > add info to User Details - Employee License Number
Error: Org insurance information is missing
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Organization Insurance information is entered on the home page for the Configuration Setting for an organization:
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Error: Quote phase assigned to user ID
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When the following error is encountered, check the user details associated with the user trying to generate the contract. An license number has to be entered in the following states for a user to be able to generate a contract: CA, CT, DC, FL, MD. Settings-Organization Settings-Users. See the figure below.
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Error: Sale Rep Signer ID missing from contract
This means the document/contract is configured to have a salesperson signer, but the information needed is missing. This is a config ticket to repair.
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Error:
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Please update the job to pass rules or issue a change order to continue
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This error can occur when the homeowner’s name entered in the credit Qualification phase does not match the name entered in the Contact phase. If the contract is already signed, the customer has to cancel the workflow and generate a new quote and contract based on the updated legal contact spelling. See article: How to update homeowner contact information
Error DOC-029: Could not find a valid Contract Signer
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This error can occur when if the org admins do not have ops access. To troubleshoot this error, go into the org settings and select teams. Ensure that the org admin team has the ops phase toggled on.
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In one case, the authorized signers for the particular organization did not have operations access, therefore their contract was blocked with this error message. In the org settings under teams - org admin, ensure that the operations phase is toggled on.
Error: QUAL - 026 An Error Occurred
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This error means that an invalid email address was used. They should ensure the email address is unique to the applicant and not used elsewhere in our platform.
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Error: Blocked Work Order
This error happens when the design or values changed within the project phase after a contract is already signed. The design is outside of tolerance; therefore the Homeowner Change Order needs to be generated and signed in M1 of the operations phase in order to proceed
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Navigate to the Contracts phase and hover over the red exclamation point for further information
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Note differences in the live project vs the signed project indicating that design changes were made after the contract was signed
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Related Articles:
How to find if an org is set up with a sales signer
How to process Authorized, Sales, and Default Signer update requests
How to update homeowner contact information for a new or revised contract