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Estimates

Duplicate an estimate

Copy an estimate on the same job to price a variant or keep a frozen reference. Duplicating uses no estimate credit and is available on paid plans.

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Try a variant without touching your original. Duplicate copies a priced estimate into a new one on the same job, so you can price a second option or keep a frozen reference while you rework the live version. Duplicating uses no estimate credit and is available on paid plans.

How to duplicate

From the menu:

  1. Go to Jobs, open the job and select the Estimates tab.
  2. If the job has more than one estimate, switch to the one you want to copy.
  3. Open Job actions (⋮) in the job's top bar and choose Duplicate.
  4. Wave asks "Duplicate this estimate?". Click Duplicate.

On a phone, the same ⋮ menu sits in the job's top row.

By asking Wave: in the job's chat, ask Wave to duplicate the estimate. If the job has several estimates and it isn't clear which one you mean, Wave asks which to copy.

The copy opens right away on the job's Estimates tab. Use the estimate switcher on that tab to move between the copy and the original.

No credit needed

Duplicating uses no estimate credit. A job holds up to five estimates, and copies count toward that number. See How estimate credits work.

A duplicate has the same kind of work as the original. If you ask for a different kind of work based on an existing estimate, such as a repairs estimate that starts from the water one, that's a new estimate and it uses a credit.

What comes across

The copy carries the priced estimate: rooms, line items and quantities. When you work on the copy, Wave works from the copy's own rooms and lines.

A copy of a locked estimate starts locked too. Unlock the copy when you're ready to change it.

Same job, same customer

A duplicate stays on the same job. The customer, property and loss details live on the job's Overview and are shared by all estimates on the job, so they stay consistent in each copy.

To reuse scope for a different customer, start a new job and ask Wave to scope it like the earlier one, for example "scope this like the Rivera job." Wave recalls that job and re-scopes for the new property's measurements and region. See Ask Wave about past jobs.

The copy is independent

The copy stands on its own. Changes you make to one after duplicating stay with that one.

Pick whichever one is the live estimate and keep editing it. Treat the other as a frozen reference. For a version no one can edit, lock it.

When to duplicate

  • 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 one of the two copies, and keep editing the other
  • Trying a change safely: try a different approach on the copy, then have an Admin archive the one you don't keep. See Archive an estimate.

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