How to Copy Quotes and Jobs

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Reduce the need for manual data entry by copying cost centre or section data between quotes and jobs. This copies settings including the cost centre name, stage, billable and non-billable items, description, notes, and any discounts, fees and adjusted prices. Tasks, schedules, work orders, assigned stock, and purchase orders are not copied.

This information can be copied between service and project quotes jobs, although section names do not copy from project to service. If you copy cost centre data from a service quote or job to a project quote or job, a new section called Copy is created in the project quote or job to contain the data. This feature is restricted by some security group settings. You can copy from any quotes and jobs you can view, but can only paste to quotes and jobs you are able to edit.

If a cost centre is locked when it is copied to another quote or job, it is also locked on the other quote or job, and need to be unlocked before changes can be made.

If you copy a section, all its cost centres are copied. However, only cost centres of the same type are copied across. For example, if copying a section in the Primary sub-tab of a project quote, only Primary cost centres under that section copy, and cost centres in the Options tab needs to be copied separately.

Learn more in How to Use Cost Centres.

To copy cost centre or section data to another quote or job:

1. Open the quote or job.
2. Go to the Cost Centre List tab, or click Cost Centres at the top of the page.
3. On the section or cost centre you wish to copy, click Options > Copy To...
4. Search and select the quote or job you wish to copy to.
5. Select Keep cost centre pricing to copy over any manual adjustments you made to the buy and / or sell prices of parts and labour in the cost centre, as well as any adjustments made to the cost centre totals.
   • Alternatively, clear the check box to only copy over the buy and sell prices calculated by your system material defaults and ignore any adjustments to the prices and cost centre totals.
6. Click OK to close the message.
7. Click Save and Finish.

If you are working in a multi-company build, you can only copy cost centre data within companies. If you work with multiple currencies, you can only copy data between customers using the same currency.

US only: If you use Simpro Premium in the United States, the terms 'inventory' and 'inventory count' are used instead of 'stock', 'stock take', and 'in stock'.

US only: If you use Simpro Premium in the United States, the term 'contractor work order' is used instead of 'work order'.

Just as you can copy cost centres and sections between quotes and jobs, you can duplicate them within a quote or job.

To duplicate a cost centre or section within a quote or job:

1. Open the quote or job.
2. Go to the Cost Centre List tab, or click Cost Centres at the top of the page.
3. On the section or cost centre you wish to copy, click Options > Duplicate / Duplicate Section.
4. Click Save and Finish.

If you copy an entire quote or job, its customer details, site details, estimated costs such as materials and labour, are copied across to a new quote or job. Tasks, schedules, work orders, assigned stock, and purchase orders are not copied.

To copy an entire quote or job:

1. Go to Quotes / Jobs and access the Quotes or Jobs table.
2. Click Options next to an individual quote / job.
3. Click Copy Quote or Copy Job.

The setup page for the new quote or job is displayed with the details populated from the original quote / job. Alternatively, follow the steps below:

1. Open the quote or job that you need to copy.
2. Go to Details > Settings.
3. Under Options, click Copy Quote / Job.
4. Adjust quote or job details as required, including Customer and Site.
5. Click Save and Finish or Next.

US only: If you use Simpro Premium in the United States, the terms 'inventory' and 'inventory count' are used instead of 'stock', 'stock take', and 'in stock'.