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How to copy an existing estimate

This guide provides steps to copy an estimate from an existing estimate.

Step by Step Guide:

    1. Navigate to Jobs > Estimates

    2. Select a Job No. to access the Estimate details page.

    3. Click Copy

    4. There are 2 options on how you can copy an estimate.

    • Copy from one job number and duplicate to the same job.
    • Copy from one job number and duplicate to a different job.

    Copy From One Job Number and Duplicated To The Same Job

    5. On the Copy Estimate page, click the Supersedes the copy from Estimates?

    6. By default, the system will automatically select the data to be copied. Click or un-click the boxes that need to be duplicated.

    7. Click Copy

    Copy From One Job Number and Duplicated To A Different Job

    8. On the Copy Estimate page, choose the new job you want to copy the old details to by clicking on the dropdown list under the Copy To label.

    9. Select the data you want to copy from the old job to the new job by checking the appropriate boxes.

    10. Click Copy

    Tip: For an estimate to be duplicated or copied, the job must originate from the same office.