Duplicating Jobs

You can create a duplicate from any job The specific occurrence of a service. The record of the specific service (which is created by a schedule) is called a Job Ticket., schedule A service plan for a customer. It contains all information about the services that will be provided to a customer. A schedule will create jobs depending on the services that need to be provided, creating, for example, multiple jobs for a recurring service., project A job that consists of multiple visits or days of service. or estimate:

To duplicate an existing job The specific occurrence of a service. The record of the specific service (which is created by a schedule) is called a Job Ticket., schedule A service plan for a customer. It contains all information about the services that will be provided to a customer. A schedule will create jobs depending on the services that need to be provided, creating, for example, multiple jobs for a recurring service., or estimate:

  1. Select a schedule/job/estimate from the customer's Jobs tab.

  2. Click the Duplicate Schedule button.  A new job, schedule or estimate appears that is almost identical to the original item, with two major differences:

Once the duplicated item is created, you can edit it in the usual manner.

To duplicate a project or project visit:

  1. Open the Jobs tab for the customer for whom the project is being performed.

  2. Highlight the visit you want to duplicate.

  3. Click . The Duplicate dialog box appears.

  1. Select the option button corresponding to the action you wish to perform. Your choices are:

  2. Click OK. The duplicated visit or project appears. You can make any changes that you'd like before you save the new visit or project.

See Also: Customers Jobs Tab

Did you find this topic useful? Yes
No
I don't know
Why?