How to Copy Estimates
With Housecall Pro, you can easily duplicate existing estimates, saving time and reducing manual entry. Whether you need to resend an estimate with minor adjustments or create a similar one for another customer, duplication ensures accuracy and efficiency.
Copy Estimate Details to a New Estimate (HCP Web Portal)
Similar to copying job details to a new job/customer, you can copy line items and attachments from an existing estimate to a new one. You can also assign the estimate to a different customer, if necessary.
To copy an estimate to a new estimate:
Open an estimate and hover over the option tab at the top of the page.
Click the 3 dots that appear to the right.
Please Note: Multiple estimate options cannot be copied to a new estimate.
Select 'Copy to new estimate' from the drop-down menu.
The current customer's name will be pre-filled in the customer field of the "Copy job" window.
You can copy the job to a new job for the same customer, or type in the name of a different existing customer. You can also click the 'New customer' button to add a new customer.
Select the 'Copy attachments' option to include existing attachments on the new job, if applicable.
When you're ready to proceed, click 'Copy' in the bottom right corner of the window.
Your new estimate will be created for the customer of your choice.
Please Note: Housecall Pro will always run estimate numbers in sequential order, starting from the HIGHEST number in the system. This means if you copy an estimate to a new one, the new estimate number will be the next highest number in your existing estimate number sequence, not necessarily the next highest from the estimate you copied.
Copy an Estimate Option (HCP Web Portal)
To copy an estimate option:
Open an estimate and hover over the option tab at the top of the page.
Click the 3 dots that appear to the right.
Select 'Copy to new option' from the drop-down menu.
Select the 'Copy attachments' option in the "Copy option" window to include existing attachments on the new job, if applicable.
When you're ready to proceed, click 'Copy' in the bottom right corner of the window.
Please Note: Housecall Pro will always run estimate numbers in sequential order, starting from the HIGHEST number in the system. This means if you copy an estimate to a new one, the new estimate number will be the next highest number in your existing estimate number sequence, not necessarily the next highest from the estimate you copied.
How to Copy Estimates to Jobs
You can quickly convert an estimate into a job in Housecall Pro, carrying over all relevant details without re-entering information. This makes it seamless to move from pricing to scheduling work with just a few clicks.
Copy an Estimate to a Job (HCP Web Portal)
Once your customer has approved an estimate, you will need to create & schedule a new job/invoice for the work to be performed.
To convert the estimate and carry all the information over into a brand-new job, follow the steps below:
Open an existing estimate or create a new estimate to view the Estimate details page.
Click 'Copy to Job' in the Action Bar at the top of the page.
The "Copy to job" window will appear. If your estimate has multiple options, you can select the options you'd like to copy in this window.
Click 'Copy' (single-option estimates) or select the applicable options and click 'Approve and copy' (multi-option estimates).
You'll then be taken to the Job details page, where you can add or remove services as needed, schedule the job, and more.
Things to keep in mind:
The new job will need to be scheduled, as the system will not assume the work is being done on the same day as the estimate.
The new invoice will not necessarily have the same number as the estimate (for example, estimate #50 can be invoice #2494).
You can add or remove services and materials from the job as needed.
Copy a Multi-Option Estimate to a Job (HCP Web Portal)
If an estimate includes multiple options and you or your customer approves more than one, you can now select multiple options and copy them into a single job.
To convert a multi-option estimate to a job:
Open an existing estimate or create a new estimate with multiple options.
On the Estimate page, click the 'Copy to job' button in the Action Bar at the top.
In the "Copy to job" window, select the estimate options you would like to copy to the new job and click 'Approve and copy.'
🛠️ Pro Tip: If some of your options have not been approved yet or were declined, you can still select them and copy them to a job. Doing so will pro-approve those options.
Important Considerations:
Copying multiple options to a job will create a single job segment. The line items from the copied options will be copied into a job, preserving the order of options from the original estimate.
If the options have different tax rates, the tax rate from the first selected option will be applied to the job. You can always change the tax rate on the job if needed.
If the available options have varying discounts, the system will ask you to choose one of the discounts to be applied to the job. Alternatively, you may select "do not apply any discount" and change the discount later on the job if needed.
Copy an Estimate to a Job (HCP Mobile App - iOS)
To copy an estimate to a job from the HCP mobile app on iOS:
Open an existing estimate or create a new estimate.
Tap 'Copy to Job' at top of your screen.
Select 'Approve Estimate and Copy to New Job' from the menu that appears at the bottom.
You'll then be directed to the Job details page. All information from the estimate will be automatically implemented into the job fields, however you will need to schedule the new job itself.
Copy an Estimate to a Job (HCP Mobile App - Android)
To copy an estimate to a job from the HCP mobile app on Android:
From the estimate screen, click on 'Copy to Job' located near the top of the screen.
You'll then be directed to the Job details page. All information from the estimate will be automatically implemented into the job fields, however you will need to schedule the new job itself.
How to Copy Jobs
Housecall Pro makes it easy to duplicate existing jobs, saving you time and effort. If a customer needs the same work as a previous visit, you can quickly copy the job details—including line items, notes, and customer information—without re-entering everything manually.
Additionally, if a job was mistakenly created under the wrong customer, you can seamlessly copy it to a new job and assign it to the correct customer.
Follow the steps in the sections below to learn how to copy a job on the HCP web portal and mobile app.
Copy a Job to Another Customer or New Job (HCP Web Portal)
To copy a job to a new job or customer:
Open a job and click the wrench & gear icon in the top right corner of the page.
If your job has multiple segments, you must select the segment you would like to copy, then hover over the segment tab and click the 3 dots that appear to the right.
Select 'Copy to new job' from the drop-down menu.
The current customer's name will be pre-filled in the customer field of the "Copy job" window.
You can copy the job to a new job for the same customer, or type in the name of a different existing customer. You can also click the 'New customer' button to add a new customer.
Select the 'Copy attachments' option to include existing attachments on the new job, if applicable.
When you're ready to proceed, click 'Copy' in the bottom right corner of the window.
Copy a Job to Another Customer or New Job (HCP Mobile App)
To copy a job in the HCP mobile app:
Open a job and tap the 'More' icon in the top right corner of your screen.
Select 'Copy Job' from the menu that appears.
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Tap the customer field to select a different customer (if applicable). The current customer will be pre-populated.
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If the customer has more than one associated address, choose the correct address for the new job.
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Once the customer and address have been selected, click the 'Copy' button in the top right corner of your screen. A new unscheduled job will then be created.
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Things to know:
Recurring jobs cannot be copied - you will only have the option to cancel or delete the job.
Jobs cannot be combined or merged.
How to Convert a Job to an Estimate
Once a job is created, you can convert it to an estimate without starting over and losing your hard work!
Please Note: Jobs that were previously copied from an estimate cannot be converted back to an estimate.
To convert a job to an estimate:
Open an existing job or create a new job and click the gear & wrench icon in the top right corner of the page.
Select 'Convert to estimate' from the drop-down menu.
Click 'Convert' in the confirmation window. This will replace the job with an estimate that will contain all of the same line items, customer information, notes, and attachments.
I converted a job to an estimate. Where did the job go?
When you copy an estimate to a job, a copy of the estimate remains on file for you to reference in the future.
When you convert a job to an estimate, however, the job will no longer exist in the system. It has been changed from a job to an estimate with all line items, customer information, notes, and attachments still intact.
This estimate can always be copied back to a job when needed, by following the steps listed above.
Why can't I convert my job to an estimate?
With Housecall Pro, you have the option to convert a job to an estimate at the click of a button. However, there are four reasons that a job may NOT be converted into an estimate within the system. So if you're looking for that option and don't see it, check the list below to make sure this job is eligible.
There are four reasons you can't convert a specific job into an estimate:
The job already has transactions tied to it.
In the Housecall Pro system, payment can only be taken on a job and not on an estimate. So if a job already has a payment processed or recorded through it, it cannot be converted to an estimate in the system. If the payment was recorded by mistake, you can delete the payment and then convert the job to an estimate.
The job has multiple segments.
Jobs that require multiple visits or multiple payments on a single project can be broken into segments. Once a job has been split into segments, it cannot be converted back to an estimate. If the job has multiple segments by mistake, you can delete the segments until only the single segment job is left, then convert as usual.
The job is part of a recurring series.
If a job is entered into the system as a part of a reoccurring series of jobs, it will not be able to be converted to an estimate. The system recognizes recurring jobs as pre-set appointments for work, such as a weekly clean or 6-month system check. While the jobs can be moved, edited and rescheduled, they can't be converted to an estimate.
The job was already copied from an estimate, and is linked to it.
When a job has been copied over from an original estimate, a copy of that estimate is kept in the system. The estimate and invoice will be linked together with an icon near the top right of each screen to give you easy access between the two. Since an estimate already exists for this job, the job can't be converted to a different estimate. This keeps duplicates from being created. You can always go back to edit the estimate as needed or delete the job that was created.
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via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.