Duplicating a job

Duplicate Job makes a new job from an existing one. It’s handy for a second job on the same property or loss, such as a rebuild after mitigation. It copies the job’s details, not its documentation.

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Steps

1. In the web app, open the job and select Actions.
2. Select Duplicate Job, then confirm. The new job opens.

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What’s copied

• Job details: company, work order, notes, damage description, job type, damage type and secondary damage types, dates, TPA, referring party, estimated value, claim number, status, schedule, and work tags
• The job summary
• The property address and property details, including insurance carrier and policy number (but not the elevation photo)
• The Project Lead, Lead Technician, Project Admin, and other people on the job
• Contacts

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What isn’t copied

• Photos, videos, 360° captures, work notes, and other activity feed posts
• Rooms (locations), floor plans, moisture maps, and readings
• Equipment and T&M entries
• Estimates, invoices, and change orders
• Forms, documents, and signature requests
• Ripple conversations
• A link to a job in a connected system such as ServiceTitan

The new job gets its own job code. Add the rooms and documentation it needs.

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Check before you use it

Review the dates, status, and team on the new job and change anything that doesn’t apply (see Touring the job detail screen). Duplicating doesn’t move anything from the original job. To combine two jobs that should be one, see Merging duplicate jobs.