Duplicate an Estimate

With Joist, you can copy or duplicate an existing estimate or invoice to create a brand new document with the same content. 

Similar to a 'Save As' button, you can copy or duplicate and existing document and then make changes to the new document (i.e. add a different client, edit the items, etc).

  1. Open the Estimate you want to duplicate
  2. Tap "More" in the top right corner, and then "Duplicate"


This will create a copy of your estimate!

 

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