Copying Estimates

Best Suited for:

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

Important Information:

• The Copy feature creates a duplicate of an existing estimate
  • The status of the duplicated estimate will be Estimate Requested
  • The "Requested On" date automatically populates with today's date
• All notes, on-site visit, uploaded photos, and documents are retained in the copied estimate
• If a job is linked or converted from the original estimate, that will not transfer to the copied estimate
• Useful for scheduling similar estimates or creating future estimates without re-entering all details

Strategic Workflow:

• Update specific estimate details of the copied estimate, if applicable:
  • Modify Description
  • Change Status
  • Re-assign or un-assign Opportunity Owner
  • Update Requested On Date
  • Update On-Site Visit
  • Re-assign or un-assign Tech(s)
  • Edit Notes
  • Remove or adjust copied product and service pricing
• 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

Accessing the Estimate:

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

Using the Copy Feature:

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

Updating the New Estimate:

1. The copied estimate will appear on the same page, you will see that the estimate number changes
2. Edit and update any of the details within the estimate

Confirming Creation:

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