With this addon, it's easy to duplicate any job, including materials, contacts, attachments, and more. This add-on also duplicates clients and client data, like attachments. You can even copy jobs from one client to another and from one account to another. Save time by not entering the same data multiple times. Just follow these simple steps:
- Authenticate the add-on from the ServiceM8 Add-on Marketplace
- Open any job you want to duplicate
- Select which options you would like to duplicate
- Wait for the job to be added to your account (shouldn't take too long)
With the newest updates, you can even copy clients, clients' jobs from one client to another, and copy data from one ServiceM8 account to another.
To use the Copy Client Jobs feature, please follow these steps:
- Create a new customer in your Client list
- Hit the Copy Client Jobs button
- Select the client with the jobs you want to copy
- Hit "Submit"
The add-on will start copying the jobs from one client to the new client. Please note that once these jobs are copied, they can't be copied to another client.
1 Comments