There are a couple of scenarios where copying an estimate can come in handy:
- You need to renew and provide a recurring job estimate for the season
- You need to provide a similar job estimate to a new client without having to create a new estimate from scratch
To copy an Estimate, follow these steps:
- Go to CRM > Estimates.
- Check the box next to an Estimate to select it.
- Click Copy. This displays the copy dialog.
- Modify the name and description fields, if needed.
- Click Apply.