In this article, you will learn how to duplicate a job.
This table provides an overview of what will and will not be duplicated from
Will be duplicated | Will NOT be duplicated |
Client name and information | Job items |
Service address | Estimates |
Job type | Invoices |
Job source | Tasks |
Schedule |
|
Assigned field tech |
|
Custom fields data |
|
Duplicating a job
Open the job you want to duplicate
Select Actions > Duplicate job
Review the duplicated job details and select Submit
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