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Estimates

Duplicate an estimate

Breadcrumb kebab → Duplicate. Wave navigates to All Estimates with the clone at the top, highlighted in pink, named '<Customer Name> (Copy)' with a fresh estimate ID. Rename before sending.

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Duplicate copies a whole estimate — chat history, line items, photos, FNOL, notes — into a new one. Use it as a starting point for similar jobs.

How to duplicate

  1. Open the breadcrumb kebab (top-right of the estimate).
  2. Choose Duplicate.

Wave navigates to /estimates?filter=all&page=1 (the All Estimates list with the "All" filter active). The clone sits at the top of the list, highlighted with a pink row so you can spot it instantly. Click it to open.

Duplicate is disabled while an estimate is locked. Unlock first if you want to branch off a locked estimate.

What gets copied

  • Chat history
  • Photos and their room tags (and the captions derived from those tags)
  • Line items (with their notes and any applied modifiers)
  • FNOL block (Name, Address, Insurance, Claim #, Adjuster, Category)
  • Estimate Notes
  • Section / room order

Duplicate is a snapshot

The clone is independent of the original. Once the duplicate exists, the two estimates have no link. Changes made to the original after duplicating do not propagate to the clone, and vice versa.

Example: duplicate Jordan Park, then add the Laundry Room to the original. The original's total goes up. The clone stays at the pre-change total — the Laundry Room never appears on it.

If you want both estimates to evolve together, that's not a Wave capability today — they're separate records the moment you click Duplicate. Pick the one that's the "live" estimate and keep editing it; treat the clone as a frozen reference.

Naming and IDs

  • Name — the clone is named <Customer Name> (Copy). For our canonical example, duplicating "Jordan Park" produces Jordan Park (Copy).
  • Estimate ID — the clone gets a brand-new EST- prefixed estimate ID and a fresh UUID under the hood. Nothing about the new estimate is linked to the original at the database level.

The "(Copy)" gotcha

The duplicate is named <Customer Name> (Copy). If you send this PDF straight to a customer or adjuster, the cover page will literally say "Jordan Park (Copy)."

Before you send a duplicated estimate:

  1. Open the FNOL block in the right pane.
  2. Update the Name field — most teams drop the " (Copy)" suffix and replace with the actual customer.
  3. Update the Address if it's a different job.
  4. Update the carrier-side fields (Insurance, Claim #, Adjuster).

Remember that changing the address does not reprice the line items (sticky pricing gotcha) — if the new job is in a different region, you should start fresh rather than duplicate.

When to duplicate

  • Similar recurring losses — same property type, same general scope
  • Template estimates — a "base" estimate with your standard PPE and documentation already added
  • Variant pricing — generate a stripped-down and a fully-loaded version of the same job for the customer to choose between

When not to duplicate

  • Different region — the line items keep the original region's prices
  • Wildly different scope — you'll spend more time deleting and editing than you would building fresh
  • Locked estimate — Duplicate is greyed out; unlock first

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