Copying Jobs

Best Suited for:

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

Important Information:

• The copy feature creates a duplicate of the job
  • The status may vary and will be based upon the attributes of the original job
    • Upon creation the copied job will look at specifically the following attributes on the original job:
      • If the Date is present and no technician is assigned, it will automatically assign the "Scheduled" status
      • If there is one or more Assigned Technician(s) and no date present, it will automatically assign the "Unscheduled" status
      • If both the Date and Assigned Technician are present, it will automatically assign the "Dispatched" status
• All job details, notes, uploaded photos, and documents are retained in the copied job
• If an invoice is present on the original job, an invoice will not be created upon the copying action

Strategic Workflow:

• Update specific job details of the copied job, if applicable:
  • Modify Job Description
  • Change Status
  • Update Date
  • Re-assigned or un-assign technician(s)
  • Edit Completion Notes
  • Remove or adjust copied product and service pricing
  • Remove copied drive and labor times

Common Scenarios:

• Scheduling similar jobs
• Creating future jobs without re-entering all details
• 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. The 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

Accessing the Job:

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

1. The copied job 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

Confirming 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.