Transfer an estimate

Watch a quick video showing you how to transfer an estimate, and scroll down for more information

 

Additional information

Why is this useful?
This will enable you to send an estimate to more than one customer without re-typing all the details. If you have an estimate that is very similar to one you need to create, you can clone it then transfer it to the property and use it as a specialised template.

What if I have just created the estimate under the incorrect customer?
The video above shows you how to clone the estimate and transfer it, but you can transfer the estimate without cloning it. Just open the estimate, then go into additional options and transfer. Please remember to edit the information as described below

The customer name and other information is wrong..
You may see that some of the details are incorrect once they are transferred to the second property. This is because you have used tags in the estimate template and tags are generated when the estimate is first created, therefore when it is transferred, the tags match the original customer. You will need to manually edit the text to reflect the new customer.


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