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:
- Navigate to the View Job screen
- Select the More menu on the right-hand side
- Click Copy (last option in the menu)
- A new job will be created on the same page
- Update details as needed (Customer, Date, Assigned Tech)
- 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:
- Click the More menu on the right-hand side
- Select Copy (last option in the menu)
Update the New Job:
- The copied job or estimate will appear on the same page, you will see that the job number changes
- 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