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Chase has a copy form feature you can use to copy job fields and/or tasks from one Job Bag to create another. If you have jobs that are very similar, you can make a copy of the job, and retain most of the information from the copied form. This will minimise the time spent on entering the same information.

There are two ways of copying the Job details:

Job Bag only:

This will copy the Job details to a new Job Bag. After the Job is copied some fields will need to be completed.

Job and Tasks:

This option will copy the Job details along with tasks that have been added to the Job. Please note that users that have been assigned to these tasks will not be pulled through when tasks are copied to the new Job.


Below are steps to show you how to:

Step-by-step guide


Copy Job Only


  1. Open the Job that you want to copy from.

  2. Click the More button on the Toolbar.



  3. Select Copy Form from the list that appears.



    The Copy Job dialog appears.

    Optionally select a different Client that this Job is being copied for.
  4. Click the Job Only button.



    A new Job Bag will be created with details from the previously copied Job.

    Please note that the Product field will be left blank in the new job.







Copy Job and Tasks


  1. Open the Job that you want to copy from.

  2. Click the More button on the Toolbar.



  3. Select Copy Form from the list that appears.



    The Copy Job dialog appears.

    Optionally select a different Client that this Job is being copied for.
  4. Click the Job and Tasks button.



    A new Job Bag is created with Job details and tasks from the previously copied Job.

    If you have related task notes the notes will also be copied to the new job.




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