In this video tutorial, we show when and how to use the “copy job” function.
Similar Posts
Video Tutorial — Advanced Company Setup
This video tutorial is the second in a series covering Admin setup functions during initial setup of the software. These items are more advanced than the first video, and include: set up of initial job and invoice numbers, pay period intervals, overtime pay logic, grace periods for timekeeping, default activities for the CRM management and…
Video Tutorial — Setting up custom fields in the admin panel
In this video tutorial, we show how to set up custom bid fields in the admin panel.
Video tutorial — Setting up sales tax rates in the admin panel
In this video tutorial, we show how to set up sales tax rates to automate and ensure accuracy of tracking sales tax for each job.
Video Tutorial — Basic Company Setup
This video tutorial is the first in a series covering Admin setup functions during initial setup of the software. These items are basic (more advanced items are covered later) including: company contact info, logo, default bid descriptions, units and rates, default bid comments, common lead sources, default bid header and contract language.
Video tutorial — Setting up default bid line descriptions in admin panel
In this video tutorial, we show how to set up default bid line items in the admin panel to automate the process of creating a bid.
Video Tutorial — Adding default activities in the admin panel
In this video tutorial, we show how to set up default activities in the admin panel so that users can more maximize the benefits of the integrated CRM (Customer Relationship Management) functions within the Workman’s Dashboard app for contractors.
2 Comments
Comments are closed.


I am using the copy job function more often than ever. I love how easy it makes creating the job, especially when the customer sounds rushed or I have six more jobs to enter. What an awesome function!
In the age of efficient customer service, I get great feedback for how fast we create the job and they don’t have to repeat their information each time they call.
Thank you, Kelly, for your positive feedback…!