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Duplicating an Estimate

Learn how to duplicate an existing estimate in One Click Contractor to quickly reuse pricing, structure, and line items without starting from scratch.

Duplicating an estimate allows you to quickly create a copy of an existing estimate without rebuilding it from scratch. The duplicated estimate retains the original structure and details and can be edited as needed.

Step 1: Open the Estimator

  1. Go to the Estimator and locate the estimate you want to duplicate.

  2. Click the pen icon to edit the desired estimate.

⚠️ Note: If you are unable to find the estimate, make sure you close any currently open estimate before searching again.

Step 2: Duplicate the Estimate

  1. Click the Arrow besides + Add Template.

  2. Select Duplicate.

  3. A Pop up window will ask if you're sure that you want to duplicate the estimate. Click Okay.

Step 3: Confirm the Duplicate

After duplicating, a green confirmation message will appear indicating the action was successful.

The duplicated estimate will appear in the estimator with the name:

Duplicate + [Original Estimate Number]

Important Notes

  • The duplicated estimate is created immediately and can be edited independently of the original.

  • All changes made to the duplicate do not affect the original estimate.

  • Duplicating estimates is useful for similar projects or revised proposals.

  • You can only duplicate saved estimates that are on the current Price List version.