Copy an Estimate on the Estimate List

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:

  1. Go to CRM > Estimates.
  2. Check the box next to an Estimate to select it.
  3. Click Copy. This displays the copy dialog. 

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  4. Modify the name and description fields, if needed. 

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  5. Click Apply.
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