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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
  • 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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