If you find yourself repeatedly creating similar projects that require minimal customization for each customer, use the duplicate project button to save time!
- Locate the project you wish to duplicate.
- Click Duplicate Project.
- The same project name automatically copies from the original project with (duplicate) added to the end. For best practice, change the name to give your new project a unique name.
- Use the dropdown to attach a customer. Create a new customer or select an existing one.
- Start Date = select the date when the project is expected to begin.
- Project Address = if the project address is different than the customer's address, check the box and add a project address.
- Review the line items copied over from the original project paying close attention to the date and quantities. Make any necessary adjustments.
- If there was a down payment on the original project, conditions were copied over. Review the details and make any necessary adjustments.
- Your customer's default saved payment method will automatically populate. If they asked you to use a different payment method, choose another from the dropdown or select a new payment method such as a new card or bank account, cash, or a paper check.
- The customer's email address will automatically populate for project confirmations, invoices, and receipts. Use the Add Email link to add multiple addresses for emails.
- Add an optional custom message about the project.
- Click Create Project.
A copy of the project will be sent to your customer's email address for review and approval. If you checked the box to take a down payment now, the payment is processed as soon as the Create Project button is clicked.