There are plenty of reasons to make copies of estimates and templates, here are a few common ones:

  • You have an estimate and the customer wants to make some significant changes, copying the whole estimate and creating a "Version 2" is a great way to keep the original and have a new copy to make all the changes.
  • You have an existing estimate, and you need to quote on another job thats really similar, copying the main parts of the estimate can save a LOT of time in setting up
  • Similar to the previous one, you have a template and you want to copy it to make a new estimate

Whatever your reason for copying, here's how:

Copying an estimate

1. Open the list of estimates, for the estimate you would like to copy click the copy button

2. In the pop up that opens you'll need to firstly update the name/type/customer/source

3. Then choose which parts of the exising estimate you want to bring across into the new estimate. Generally speaking it's easier to delete things after they copy versus add them in if you forget.

4. Click ok to create the new estimate

Starting an estimate from a template

In the main menu, head into the Templates area found under the Estiamtes heading.

1. Click the plus buttonĀ 

2. In the pop up that opens you'll need to firstly update the name/type/customer/source

3. Then choose which parts of the exising template you want to bring across into the new estimate. Generally speaking it's easier to delete things after they copy versus add them in if you forget.

4. Click ok to create the new estimate

See here (3 ways to create a template) for help on creating templates.

Did this answer your question?