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JC Job Copy

The JC Job Copy form allows users to duplicate an existing job setup to create a new job. This is for companies with consistent job setups, as it saves time and ensures consistency across job records.

Before you start​

  • An existing job to use as a template.

Steps​

  1. Open theJC Job Copyform.
  2. Reference the source job that you want to copy.
  3. Enter the destination job number for the new job.
  4. Provide a new description for the destination job.
  5. Optionally, change the liability template, payroll state, and any contract-related information.
  6. Check the boxes for 'Contract Items' and 'Phases and Cost Types' so these details are copied over.
  7. Decide whether to copy the original estimates and contract amount, although this is not commonly done.
  8. Complete the process to create the new job with the copied details.

Notes​

  • The source job is correctly set up before copying, as any errors will be duplicated.
  • Be cautious when copying original estimates and contract amounts, as this may not be suitable for all scenarios.