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Copying an Estimate or Lead to a Job
Copying an Estimate or Lead to a Job
Mike Bempah avatar
Written by Mike Bempah
Updated over 5 years ago

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!

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