Clone a job

If you want to create a new job but you know you've logged a similar job in the past, considering copying the old job to save time adding building the estimate. To copy an old job, navigate to the Jobs tab along the lefthand toolbar, select the job you'd like to copy, click Edit in the top right of the page.

This will generate a pop-up, on which you can scroll down and select Clone this job and its budget. Next, determine the location of the new job, adjust the description, and submit. You'll notice all budget items have been pulled into your new job. These are simply copied from the old job and are in no way connected, meaning any changes you make will only apply to the job you're viewing.