Is there a way to duplicate an estimate, then change the service
address? This would sure be a timesaver when doing the same work on
multiple locations for a client.
Oh how I really appreciate the responses and help! However, no one is
addressing the real concern. The question is how to change the customer
and location on the duplicate estimate. Once the estimate is duplicated,
the "edit" pencil icon does not all...
Thanks for your reply, but I'm wanting to copy the estimate to a
different customer and location. Your link does not show the option to
edit the location and/or customer once the estimate is copied.
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.
