Duplicating and Renaming Estimate Options on the Worker App
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Best Suited for:
- Field techs creating multiple estimate options
- Field techs creating “Good, Better, Best” style estimates for clients
Important Information:
- Duplicate an existing estimate option to save time and to reuse line items
- Up to five options can be created within a single estimate
- Renaming options helps organize and clarify choices for clients
Strategic Workflow:
- Use duplication to quickly build similar estimate options
- Customize each duplicated option with additional line items or pricing
- Rename each option to reflect its purpose (e.g., Good, Better, Best)
Step-by-Step Instruction:
Duplicating the Estimate Option:
- Open the estimate in the worker app
- Tap the Estimate tab
- Tap the three dots beside the estimate option you want to duplicate
- Select Duplicate
- Type in a name for the new estimate option
- Tap Save
Renaming Estimate Options:
- Open the estimate in the worker app
- Tap the Estimate tab
- To rename an option, tap the three dots beside the option
- Select Rename
- Type in the new name
- Tap Rename
Additional Resources: