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Copy Line Items to new Repair Order - RO

This feature allows for one or many line items to be copied from any Estimate, Repair Order or Invoice to another existing open Est or RO

Written by Erik DeBoer
Updated over 11 months ago
  • Open the existing ticket that has the line items that you want to copy to another open Estimate or Repair Order.

  • From the Ticket tab, click the Bulk Actions link.

  • Select all the line items to be copied.

  • Click the Copy Items to Est/RO link.

  • Search by name or RO Number and select the ticket.

  • All of the line items will be copied to the new record.

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