Instructions
If you'd like to create a new estimate on an old prospect, you can take the following steps to accomplish your goals.
Go to your prospect's page.
Click on Copy Job.
Select Same Job if you want to create a new estimate on the same customer or new customer if you use the same address for a new person.
Click Submit. After a few seconds, you'll be redirected to a new page with a copy of your prospect.
If you want to create a new estimate from scratch, scroll down on your prospect's overview page and click the Delete button.
If you'd like to keep the same roof layout, but make new changes, click on the Roof Layout Tab to make your changes.
If you'd like to add new items to an existing estimate or edit some values, click on the Estimate Tab.
If you have any questions, please reach out to us, and we'll be happy to help.