When a customer requests to have the same work done as a previous visit, you can quickly copy over the job information to create a new invoice without having to re-enter the line items, notes or customer info.
Go to the job details page of the job you would like to copy. Once there, click the wrench icon toward the top right of the screen.
2. A drop down menu will appear. Select 'copy to new job.'
3. You can copy the job information to a new invoice for the same customer, a different existing customer, or you can add a new customer to be invoiced on the new job. You can also select 'Copy attachments' to include existing attachments on the new job.
If the job has multiple segments created, you must select the segment you would like to copy into a new job.
Click the three vertical dots on the job segment that you want to copy. A drop down menu will appear. Select 'copy to new job.'
You can copy the job segment information to a new invoice for the same customer, a different existing customer, or you can add a new customer to be invoiced on the new job.
Copy a job on mobile apps
From the Job details page select the 'more menu' at the top of the right hand side of the page
Click 'Copy Job' in the action sheet highlighted below:
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Android:
3. Select the customer banner to choose a different customer that requires the new job. The current customer will be pre-populated, if the job will be preformed for the same customer this step and the following step can be skipped.
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Android:
4. Select the new customer from the customers list
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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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5. Once the customer and address are correct on the page shown below click the copy button at the top of the page. A new unscheduled job will be created.
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Android:
Things to know:
Recurring jobs cannot be copied - you will only have the option to Cancel Job or Delete Job.