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
Open the job you want to duplicate
Select Actions > Duplicate job
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
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