Easier Job Duplication for Repeat Clients
Duplicate past jobs, pricing, contracts, and workflows for recurring clients or annual events in just a few clicks. Upvote if this would be clutch for you. 👀⬆️
Helina Medhin (Captura)
Posted 9 months ago · Edited 5 months ago·Last reply 5 months ago
6 comments
Ashlynn Chaves
·5 months agoIt would also be great if we could duplicate Cart templates!
Tearah Fox (Captura)
Admin5 months agoWhilst you can't duplicate Cart Templates, which ever one you have set to your default is what will populate on any new templates so setting your default to be your most commonly used settings is the next best thing.
Ashlynn Chaves
·5 months agoAh okay! I always have the Active filter on and so I did not even know there was a "default" template! That is very helpful, thank you!!
Jessica O'Donnell (Captura)
·9 months agoI can't second this enough! Creating a solid job template for easy duplication saves so much time when the volume of jobs to prep can seem overwhelming. I suggest including an * in your template title to quickly find when searching and giving them a once over ahead of each season to make sure they're up-to-date with any program changes year over year.
Ashlynn Chaves
·8 months ago100% agree! Using job templates that I can duplicate to create new jobs has been a huge game changer and has saved me a ton of time!!
Tearah Fox (Captura)
Admin5 months agoWhilst not 100% what you are asking for... You can duplicate an existing job and exclude images and data. This will mean all other settings get copied over.
I also like to name any template jobs with a _ at the start to make them easiest to find when sorting jobs via title.
Price sheets can absolutley be duplicated already.