This Help Article covers;

If you are doing a Quote with different options, OR to different builders, OR doing a Quote for the same/similar installation at multiple addresses, then you can do the Quote once and Clone it, changing the Customer and/or Address during the Clone process.

⚠️ NOTE: Cloning the Job and first Quote does not copy any Variations, only the Quote.

Cloning a Quote can be done from 2 locations;

Cloning a Job or Job and first Quote is done from the Job Page of the Quote

⚠️ NOTE: Cloning the Job and first Quote can be done at any time no matter what stage the Quote is at: "Draft", "Locked" or "Accepted".

Quick Flow:

1. From the JOB: XXXX Page, Press the “More” (3 dots) menu and Select the option "Clone job and first quote" to display the Clone Job Popup

 2. From the Clone Job popup, Enter or Select a Customer from the Clone to Customer* drop-down list, then Press [CLONE] to display the new Job and Quote

   3. From the new Job, Check/Edit Job Details, then continue as required

⚠️ NOTE: On [CLONE] a new Job with a new Job Number will be created.

Cloning a Quote is done from the Quote Page

Quick Flow:

1. From the Quote: XXXX Page, Press the “More” (3 dots) menu and Select the option "Clone" to display the Clone Job and this quote Popup

2. From the Clone Job and this quote popup, Enter or Select a Customer from the Clone to Customer* drop-down list, then Press [CLONE] to display the new Job and Quote

3. From the new Job, Check/Edit Job Details, then continue as required