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.
Things to know:
Recurring jobs cannot be copied - you will only have the option to Cancel Job or Delete Job.