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!
Did this answer your question?