Duplicate a job you do often to get a head start on building an bid.

To duplicate a job, simply click on the “hamburger” while inside the job and choose the “Duplicate Job” option:

Edit the name of the new job to distinguish it. The next job number will automatically populate for you, but that too is editable. Choose which personality you want the job housed in. You can duplicate all or parts of a job. To duplicate the invoice, you must check the box. Once choices are made, go ahead and hit “Duplicate”.

If it is a job you will duplicate often, star it so you can easily find it. Click here for information on how to star your account.
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Here’s the video tutorial:

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