Chase has a copy form feature you can use to copy documents from one Job Bag to another. If you have jobs that are very similar, you can copy forms from one job to another, or to the same job, and retain most of the information from the copied form. This will minimise the time spent on creating new documents that have the same information from the previous job that you worked on.
Find out how to:
Copying a CE to the same Job
With the CE that you want to copy from open, click the More button on the Toolbar and select Copy Form.copy a CE to the same Job
You can create alternate CE options used to separate Work types that will be sent to different suppliers, or to the client.
Here's a visual demonstration for copying a CE to the same Job
copy a CE to another Job Bag
On the Copy Cost Sheet dialog, click the Copy button.There is no need to select another Job as you are copying the CE to the same Job.
The CE will be copied to the same Job Bag creating two CEs that you can edit and send to the client or supplier.
Here's a visual demonstration for copying a CE to another Job
- On the Copy Cost Sheet dialog, click the drop down arrow on the Client field and select the client to which you want to make a copy of the selected CE.
- Click the drop down arrow on the Job field and select the Job to which the CE will be copied.
Click the Copy button to copy this CE to the new job.
The copied CE will open on the Job that it was copied to.Notice that the Client, Product, and other fields have changed to show information about the new Job Bag. The grid shows all line items from the previous job on this CE.
You can make as many copies as you like, just ensure that all details are correct to avoid sending the wrong CE to the client.