This guide shows you how to:
Duplicate an existing project
Avoid re-entering information
Quickly create a new job from a previous one
When to Duplicate a Project
Duplicating a project is useful when:
A customer comes back for additional work
Part of a job was completed earlier (ex: living room done, now kitchen)
You want to reuse the same measurements, rooms, or setup
Step 1: Open the Project
Go to Projects
Open the project you want to duplicate
Step 2: Duplicate the Project
Scroll to the bottom of the project page
Click Duplicate
Confirm
A new project will be created with the same details.
Step 3: Update the New Project
After duplicating:
Remove or unapprove anything already completed
Keep only what applies to the new job
Example:
Living room already done → remove or unapprove
Kitchen still needed → keep active
Step 4: Continue the Workflow
From the duplicated project, you can:
Create a new proposal (if needed)
Schedule the installation
Send invoices
Key Takeaway
The flow is simple:
Open project
Click duplicate
Adjust scope
Continue
Why This Matters
Saves time by avoiding duplicate data entry
Keeps consistency across repeat jobs
Makes it easy to handle returning customers