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How to copy an existing estimate

Need to create an estimate for a new job? Get it done in no time by simply copying an existing one!

    Steps:

    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 and duplicate to the same job. 

    Make changes to an existing job and create a new estimate that replaces or supersedes the previous one.

    STEPS: 

    1. On the Copy Estimate page, click on the SUPERSEDES THE COPY FROM ESTIMATE?
    2. By default, the system will automatically select the data to be copied.  Click or un-click the boxes that need to be duplicated. 
    3. Click COPY.

    Screenshot_9-3

    Copy from one job number and duplicate to a different job. 

    STEPS: 

    1. 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.
    2. Select the data you want to copy from the old job to the new job by checking the appropriate boxes.
    3. Click COPY. 

    Screenshot_10-1

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