Clone an Estimate From One Client File to Another

Clone existing estimates from one client to another. Tip: create a client file called "templates" and create estimates that you frequently use to be able to clone into other client files.

Lindsey Best

Ext-Tech

Google

Navigate to the client with the estimate you would like to clone.

Click "Estimate"

Click "Clone"

Click the drop menu and scroll to find the client you would like to clone the estimate to. Alternatively you can clear the name and started typing the name of the client you are looking for.

Clear (delete) the name in the field and start typing the name of the client you are looking for.

Click "Save"

You can go in and make changes as needed. Click "Edit Estimate / Work OrderWork OrderClone"