How to duplicate a job

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

   

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   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.

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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:

• How to create new jobs

• How to create recurring jobs

• How to close a job