Home → EstiMate Version 2 → General → Can you copy line items from one job or estimate to another, and if so how?

2.26. Can you copy line items from one job or estimate to another, and if so how?

Q:  I know you can make a copies of your line items on your job, but can you copy line items from one job or estimate to another, and if so how?

 

A:  Yes you can copy line items from one job/estimate to another.  In order to do this you will need to have both jobs/estimates open at the same time.

• Open the first job, and if it opens full screen click the "Restore Window" button (this is the button in between the Minimize (_) and Exit (X) buttons, and will be in the upper right corner just below EstiMate's Restore, and Exit buttons).

• Once it's restored (smaller) position it to one side of the screen.  (It will help if EstiMate is Maximized to its fullest)
  

• Open your second job/estimate, restore the window if need be, and position it on the other side of the screen so you can see the line items section of both jobs.

• Click on the line item you wish to copy, and while holding down the mouse button drag the item to the line item field of the second job and drop it. 

Once you've dropped the line item onto the job it will appear at the bottom of any other line items already on that job.  If you need to move that item to a different position in the list please see the Knowledge base article "How do I change the order of my line items".