In this article, you will learn how to duplicate a job.


Tip: Workiz also allows you to create recurring jobs. To learn more about creating recurring jobs, please see this article.


Duplicating a job

  1. Open the job you want to duplicate

  2. Select Actions > Duplicate job

  3. Review the duplicated job details and select Submit


    Tip: The duplicated job will feature an identical scheduled date as the original job. Consider changing this if you are looking to book this job for a different date.


Here’s a list of details that will be duplicated from the original job:

  • Client name and info

  • Service address

  • Job type

  • Job source

  • Schedule

  • Assigned field tech

  • Custom fields data

Here’s a list of details that will NOT be duplicated from the original job:

  • Job items

  • Estimates

  • Invoices

  • Tasks

Need more help? See related articles below:

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