Jobs

Duplicating a job

Perfect for repeat customers. Duplicating copies the customer, address, services, line items, and notes into a new draft job — you just pick a new date.

To duplicate:

  1. Open the job you want to copy
  2. Tap Duplicate Job (on completed or cancelled jobs it's a main button; on other statuses it's in the ... menu)
  3. Pick a date and time for the new job
  4. Tap Create Draft

The new job is created as a draft. From there you can confirm it, send it as a quote, or edit it further.

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