Duplicate an estimate

Duplicate copies a whole estimate into a new one. Use it as a starting point for similar jobs, or to keep a frozen reference while you rework a live version.

How to duplicate

Two paths:

• Command palette: with the estimate open, press ⌘K (Ctrl+K), type "duplicate," and choose the duplicate action.
• Estimates list: open the row's kebab menu (⋮) and choose Duplicate.

The copy appears in your estimates list. Open it and keep working.

The copy is independent

The clone has no link to the original. Changes made to the original after duplicating do not propagate to the copy, and vice versa.

Pick whichever one is the "live" estimate and keep editing it; treat the other as a frozen reference. If you want a copy no one can edit, lock it.

Check the details before sending

A duplicated estimate carries the original's customer and loss details. Before you export the copy for a different customer or address, open the Info tab and update the details, or tell Wave in chat what changed. Regional pricing follows the loss address, so a copy aimed at a different region deserves a fresh look at its prices.

When to duplicate

• Similar recurring losses: same property type, same general scope
• Variant pricing: a stripped-down and a fully-loaded version of the same job for the customer to choose between
• A frozen reference: duplicate, lock the copy, and keep editing the original

An alternative: ask Wave about past jobs

If what you really want is "another estimate like the Garza job," you can ask Wave directly in chat to pull up an earlier estimate by customer or job name and rebuild a similar one. See Ask about past jobs.

Related

• Ask about past jobs: rebuild from history instead of cloning
• Lock and unlock an estimate: freeze one side of the branch
• Make your first estimate: when fresh is the right move