Copying Estimates

Best Suited for:

• Back Office administrators
• Scheduling coordinators
• Users managing similar estimates

Important Information:

• The Copy feature creates an exact replica of an existing estimate
• All notes, uploaded photos, and documents are included in the copied estimate
• Useful for scheduling similar estimates or creating future estimates without re-entering all details

Strategic Workflow:

• Use the Copy feature when you need to duplicate an estimate
• Update specific details such as Customer, Date, and Assigned Technician after copying
• Ideal for estimates with minor address changes (e.g., unit or suite number)

Process Description:

1. Navigate to the View Estimate screen
2. Select the More menu on the right-hand side
3. Click Copy (last option in the menu)
4. A new estimate will be created on the same page
5. Update details as needed (Customer, Date, Assigned Tech, etc.)
6. Review the activity log to confirm the estimate was created via the Copy feature

Step-by-Step Instruction:

Access the Estimate:

• Go to the View Estimate screen for the estimate you want to duplicate

Use the Copy Feature:

1. Click the More menu on the right-hand side
2. Select Copy (last option in the menu)

Update the New Estimate:

1. The copied estimate will appear on the same page
2. Edit and update any of the details within the estimate

Confirm Creation:

• Check the Activity Log to verify the estimate was created using the Copy feature