Copy an estimate into a new job

[DAVIDDIETRICH]

It would be nice to copy an estimate, as an estimate, from a completed/exported job into a new job.  Example: a customer now wants to go ahead with a job from discussions several months ago.  From the past discussion they want to make only a few changes, and/or we need to refresh the pricing.

[Jerodb · Accepted solution]

From the mobile side it's quick. All that needs to happen is open a new ticket. On history click on the estimate tab and then view the older estimates. There is an option to add estimate to the current job. It adds text to title that says "copy". This can also be done with the follow up tab and search for the customer and then you can edit the actual estimate and resend it. I hope this helps!