05-24-2022 02:21 PM
We work with numerous apartment complexes who want the exact same estimate for another unit within their complex. It would be much more efficient to duplicate an existing estimate and just edit the service location field. Would love to have this in a future update.
02-15-2023 06:12 AM
I concur! We have the same situation with builders who have multiple locations. It would be very efficient to create one estimate, then duplicate it for the other locations - just editing the location address.
05-25-2022 08:24 AM
Hello Elissa! Are you looking to duplicate the estimate from the office or have techs do it in mobile? Please check out this knowledge base article on how to copy an estimate from mobile: https://help.servicetitan.com/how-to/copy-estimate-to-another-job