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