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How do I create a Duplicate Job?

Duplicate jobs give you the ability to create a new but similar job for the same client.

Creating a Duplicate Job

To create a Duplicate Job click Jobs at the top of the page.

Once in Job Central locate the job you would like to create a Duplicate Job for from the list.

To select this job click on the Check Box located next to the Job Code.  You can only select one job at a time when creating a Duplicate Job.

At the top of the list of jobs you will find actions that allow you to make changes to the job or jobs you have selected.  Select the Duplicate option.

This will bring up the Add Job window for your new Duplicate Job.  Most of your job information will copy over from the parent job.  You should already have the Client, Location, Contact and Job information filled in.  Unlike with a Sub-Job, you will not see a Job Code.  The system will populate a new Job code once the job is saved or you can enter in a custom job code.

You can now select your Appointment Time and Fieldworker information and fill in other information or any custom fields you may have created. 

Once you are satisfied with your Job information click the Save button in the lower right to save your Duplicate Job

After you have saved your new Duplicate Job it will appear on the list of jobs in Job Central.

 

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