Duplicating jobs

Transcription:

In this tutorial, we're going to take a look at duplicating booked jobs.

Duplicating jobs can be done in two ways.

First, we'll find the job that we want to duplicate.

At the end of its row, hover over the 'Further Actions' menu represented by three vertical dots, then select 'Duplicate'.

Now the job has been duplicated, while leaving out key fields like 'Customer Reference' and 'Assigned To'.

After we click 'Save', we'll see that the costs and charges are inherited from the job it was duplicated from.

Now let's take a look at the second way to duplicate a job.

Select an existing job, the click the button at the top of the page which says 'Duplicate Job'.