General information

Creating a copy of an estimate = copying all positions of an existing estimate into a new estimate


  • Already existing estimate


  1. Open an already existing estimate and click “Copy” (bottom of the page)
  2. Now, with “Estimate” as selected target, use the filtering options to specify the target job for your duplicate (i.e. which client, area and job) and click “Select”
    1. You can only create duplicates for targets that already exist and are active
    2. Optionally, you can also turn the estimate into a new invoice when choosing “Invoice” in the previous step (i.e. at “Select target for the copy process”)
  3. Now, the temporary copy (so there is no copied record yet) of the estimate is displayed in the selected target job
    1. If needed, all details can now be changed
  4. Finally, click “Save” to create the actual copy