Import locations from another estimate

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Estimates in the Preconstruction section.
3. Select the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Locations tab.
6. Select Add / Import > Import Locations from Other Estimate.

7. Select the Source type, which identifies the original estimate or the one to copy from.

8. Select source Lead # or Project #.
9. Select source Estimate.
10. Select one or more locations from the list.
11. Select Import.