Cloning Estimates

To expedite creation of Estimates such as Quotes, Briefcase features a Clone button which allows the duplication of an Estimate. This button is available on an Estimate record, beside the record controls at the top right of the screen.

Once the clone button has been clicked, a new Estimate record will be created with a new Estimate number and the status will be changed to Pending. Details such as Specifications, Contact or Request Body may be amended as required.

Tip: Transfer a cloned Estimate between Jobs by editing the Job field.

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