Common Problems and Missing Prerequisites

When Fugara disables a button or does not list a record, it is usually protecting a required relationship, access boundary, or document state. Work through the relevant checks before creating a replacement record.

Quick prerequisite guide

Problem	Check first	What to do
No company screens after sign-in	Your account is not linked to a company	Accept the invitation sent to your account email, or create a genuinely separate company
Expected company data is missing	Wrong active company	Use Active Company at the bottom of the side menu
Client is not listed	Client assignment or active company	Ask an Administrator to assign the client; then refresh
Client opens but cannot be changed	View-only assignment	Ask an Administrator for edit access
Cannot schedule or start Work Tracker	Missing editable client or instrument	Add/select the client, then add an instrument on Overview
Instrument selector is empty	No instrument belongs to that client	Add one from a Pipe Organ Database link or enter it manually
Scheduling email option is disabled	No email contact for the selected topic	Add a valid email subscribed to Appointment confirmations and changes for confirmations, or Appointment reminders for notices/reminders
Full or Financials invoice email is disabled	No Billing email contact	Add a contact with a valid email and mark Billing
Invoice Details email is disabled	No Service reports email subscriber	Add a valid email subscribed to Service reports; remember that Invoice Details are not a service report
Cannot publish a report	Incomplete required answers or insufficient access	Fill required fields or ask a report publisher
Cannot edit an invoice	It is issued or void	Review the frozen record; void and replace it when correction is required
Automatic probe is not available to link	Device has not reported or has not been claimed	Let the device report, claim its serial in Probe Fleet, then return to the client
Import button opens plan settings	Company lacks data-import entitlement	Ask an Administrator to add a plan that includes data import
Cannot invite another person	Seat limit, permission, or inactive company	Make the company active, confirm Administrator access, and review seats/plans

Work Tracker says a client is required

If you manage clients, choose Add Client, then add an instrument before returning to Work Tracker. If you do not manage clients, ask an Administrator to assign one.

Work Tracker says edit access is required

The assigned clients are view-only. Work Tracker intentionally lists only clients you can edit. An Administrator must change the assignment; refreshing cannot grant access by itself.

Assigned work does not appear

Check that:

1. The correct company is active.
2. The work session is still incomplete.
3. You are assigned to the work or otherwise have access to its client.
4. The work belongs to the expected instrument.

You can use a blank tracker if the visit is legitimate but was not scheduled. At the end, attach it to the correct existing work session when possible to avoid a duplicate.

Tracker changes are waiting to sync

Stay on the same device. Restore the internet connection and choose Try again if Fugara reports a sync error. Do not clear browser data or sign out until the status says Server Up to Date.

If the completed session says it is safely stored on the device, let synchronization finish before looking for it in Work History.

A work session is still incomplete after tracking

This is expected. Work Tracker submits one person's work but does not close the shared appointment. Open the client Work History, review all submissions, then choose Complete.

A report says Source Updated

The linked work changed after a report revision was published. The published document remains unchanged. Open the report and choose Begin Amended Revision to prepare and publish a corrected revision.

An invoice shows billing-readiness warnings

Open the linked work session and review its Time, Mileage, and Material logs. Add missing rates or totals there, then rebuild or refresh the draft as appropriate. If a source is already used by another active invoice, find that invoice before overriding or duplicating the charge.

An invitation does not work

Confirm that:

• the invitation is less than seven days old;
• you are signed in with the exact invited email;
• the invitation has not already been accepted; and
• the company still has an available seat.

Ask an Administrator to send a new invitation when needed.

Other common problems

A report email failed or reached only some people

Open the report's Deliver Published Revision section and check each recipient's result. Use Retry Failed for a failed or partial send. If the recipient list is empty, add a valid email with the Service reports topic on the client's contact and refresh the delivery section.

Playback is missing or unavailable

Check the linked device on Overview > Organ Monitoring. Playback needs a supported, connected installation and edit access. Local recording can make playback temporarily unavailable. If a command's outcome is unknown, check the site before sending another toggle. See Organ playback.

An HVAC change is queued or a restoration reminder remains

Choose the correct control, use Check command result, and refresh the reported settings. Queued or accepted does not yet confirm the change was applied. Open Review / restore HVAC to decide whether to restore previous settings or keep the current ones. The thermostat's schedule may need to be resumed separately. See Heating and cooling.

Outside weather or old probe readings are missing

For weather, check the client address and the selected date range, then refresh. For probe history, check that the probe is linked, the relevant chart measurement is visible, and the date range covers its readings. On Free, probe charts only show readings collected within the past year, regardless of the selected range. Older readings are retained and require a plan with full probe history access.

The app installation banner is missing

It may already be installed, the banner may have been dismissed, or the browser may not offer installation. You can keep working in the browser. Follow Use Fugara on your device for the installation options the app displays and the limits of offline work.

Why screens and controls vary

Access type, company mode, active plan, connected integrations, and the active client all change which controls appear. Single-client companies do not show a Clients list. View-only users do not see edit actions. QuickBooks and FreshBooks controls appear only when configured and authorized.

When in doubt, first verify the active company and client, then compare your access with Sign in and get access.