Copying an Estimate or Lead to a Job

How to Copy an Estimate to a Job

1. Click on an Estimate from within your Estimate list, then click the "Add Job" tab right next to the Estimate tab

2. That's it!

How to Copy a Lead to a Job

1. Click on a Lead from within your Leads list, then click "Copy to Job" at the bottom right of the page

2. That's it!