Duplicating and Renaming Estimate Options on the Worker App

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:

1. Open the estimate in the worker app
2. Tap the Estimate tab
3. Tap the three dots beside the estimate option you want to duplicate
4. Select Duplicate
5. Type in a name for the new estimate option
6. Tap Save

Renaming Estimate Options:

1. Open the estimate in the worker app
2. Tap the Estimate tab
3. To rename an option, tap the three dots beside the option
4. Select Rename
5. Type in the new name
6. Tap Rename

Additional Resources:

• Creating Estimate Options on the Worker App