General information
Creating a copy of an estimate = copying all positions of an existing estimate into a new estimate
Preconditions
- Already existing estimate
Steps
- Open an already existing estimate and click “Copy” (bottom of the page)
- 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”
- Now, the temporary copy (so there is no copied record yet) of the estimate is displayed in the selected target job
- If needed, all details can now be changed
- Finally, click “Save” to create the actual copy