Clear Estimates lets you avoid duplicating your work from estimate to estimate, because when you have done the work once you shouldn’t have to do it again. There are a lot of ways you can avoid repeating work over and over, and we’ll cover them here.
Duplicate a Project
One of the easiest ways to avoid repeat work is by duplicating an existing project. Let’s say you’ve done a kitchen remodel for The Smith’s, you spent a couple of hours putting it together, you won the bid, and made a great profit on the project. We’ll first of all, congrats! But secondly, if another customer comes along and you think to yourself: “this is not much different than The Smith’s kitchen projecct I did”, then duplicating a project is the way to go.
Remember that not every project is exactly alike, and we are not saying that you should just duplicate projects that are “close enough” and call it a day. But you can duplicate a project then make a few changes before submitting the new project, saving yourself tons of work that you’ve already done and just making a few updates.
Okay, so how do you actually do this?
First go to the project you want to duplicate (the original project that you now want a new one of) and scroll below the list of parts and locate the button that says “Duplicate Project” (see image below).
It is down at the bottom of the project page in the “Other” section. Once clicked, this window below will popup where you can select how you would like to copy it:
From this window, you can decide how you’d like to copy the project over. First, you can select what to duplicate the project as: another project, an alternate, or component. Click here to learn about alternates and components.
Next you select which customer to copy the project to from the drop-down list. It may be a good idea to enter your customer’s information first, then find the project you want to copy. That way when you click “Duplicate Project” button you’ll have that customer to select from this drop-down.
Note: If you selected to duplicate as an alternate or component, you will have to select which project within a customer to duplicate the project to. Since components and alternates are subsections of projects, rather than full projects themselves, you need to tell Clear Estimates which customer and project to duplicate it to.
IMPORTANT: If your project contains parts in both the main estimate, as well as in components, and you duplicate the estimate to a new project ‘as a component’, ONLY the parts in the main estimate will duplicate. This is fine, but understand that any components in that estimate will not be duplicated. In order to duplicate those components, please read the next section.
Duplicate an Alternate or Component
You can go through this exact same process for alternates or components, so instead of duplicating an entire project, you can duplicate a sub-section of it as a new project or component.
For example, let’s say you did a kitchen and a bathroom remodel for one customer. Now a new customer wants a bathroom remodel that is almost exactly the same as the first customer. If you’ve used components for the first project (click here to learn about alternates and components), you can copy just the bathroom component to a new project for your new customer.
Almost the same as before, first go into the project that has the component or alternate you want to duplicate, select the component (by clicking on it) or alternate, and click “Edit” to the right.
Then below the parts list for that component (or alternate), click “Duplicate Project.” The process from here is exactly the same, select how you want to duplicate it and to which customer (and project if necessary).
Templates are another great way to avoid duplicating your work. You can set up a template once, and it will be the source of many projects to come. Templates can be somewhat complicated so instead of trying to write all of the instructions out, just click here to watch a video about templates.