---
title: "Duplicate an estimate"
description: "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."
group: "estimates"
lane: "how-to"
status: "published"
publishedAt: 2026-05-15
sidebarOrder: 170
tags: ["workflow", "how-to"]
relatedSlugs:
  - "estimates/start-an-estimate"
  - "estimates/lock-unlock"
  - "reference/estimate-anatomy"
sidebarLabel: "Duplicate"
---

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](/docs/estimates/lock-unlock) 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](/docs/concepts/how-wave-prices)) — 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

## Related

- [Make your first estimate](/docs/estimates/start-an-estimate) — when fresh is the right move
- [Wave's regional price list](/docs/concepts/how-wave-prices) — the address gotcha
- [Lock / unlock an estimate](/docs/estimates/lock-unlock) — keeps the original frozen while you work on the copy
- [Estimate anatomy — breadcrumb kebab](/docs/reference/estimate-anatomy#breadcrumb-kebab) — all four actions