Copy Job Information to a New Job

You can create similar jobs including estimates (but excluding beginning balances) from a job that you have already set up using the following method:

Click the Jobs navigation aid in the Customers & Sales Navigation Center and select View and Edit Jobs.
Select the job you want to copy and click Open.
Change the job ID to the new ID you want to use for the new job.
Select Save. The new job is saved with information from the job you copied from. You can make any changes you want to the new job's information.

What do you want to do next?

Set up a job
Set up job cost codes
Set up job phases
Enter estimated job expenses and revenue
Print an estimate
Delete a Job
Perform other job costing tasks
Read the job setup overview