Skip to main content

How to duplicate jobs?

Learn how to make copies of existing jobs

Updated over 4 months ago

Duplicate your jobs in 4 simple steps.

This could be useful:

  • If visit frequency changes seasonally (e.g.monthly in winter, fortnightly in summer) so you can create separate jobs for each season.

  • If job terms change at contract renewal

Instead of having to create the job from fresh, you may opt to clone an existing job and make the necessary edits.

On desktop

  1. Navigate to Jobs.
    ​

  2. Select the job to duplicate:
    ​


    ​Make sure to click on the white section of the job. If you click on the Client name e.g. Car Wash or the Site address, you will be taken to the client details rather than job details.
    ​

  3. Click Clone job at the top right of the page:

  4. Your existing job has been cloned. You can now edit the relevant fields for your new job.

Did this answer your question?