Import locations from another estimate

  1. Within the Estimate, click the Locations tab at the top.
  2. Click the Add / Import drop-down shown at the top right.
  3. Click the Import Locations from Other Estimate option.
  4. Select the Source Type. Source refers to the original estimate or the one to be copied from.
  5. Select Source Lead # or Project #.
  6. Select Source Estimate.
  7. Select the Locations by clicking the checkbox on the left.
  8. Click the Import button in the footer.