Copying Jobs

Best Suited for:

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

Important Information:

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

Strategic Workflow:

• Use the Copy feature when you need to duplicate a job
• Update specific details such as Customer, Date, and Assigned Technician after copying
• Ideal for:
  • Jobs with minor address changes (e.g., unit or suite number)
  • Scheduling repeat work outside standard repeating job settings

Process Description:

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

Step-by-Step Instruction:

Access the Job:

• Go to the View Job screen for the job 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 Job:

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

Confirm Creation:

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

Example:
If a customer scheduled work in early June and wants the same work done in mid-August, copy the June job, update the date and technician, and save time by avoiding re-entry of all original details