Select and Copy Items/Areas of a Proposal to a Change Order | Feature Requests

Select and Copy Items/Areas of a Proposal to a Change Order

under review

Lennon Wiser

Currently we can clone Areas and Items to other rooms in other proposals, but we can't clone them to a change order. That would be a nice feature!

April 12, 2024

Kirk Chisholm

Merged in a post:

Copy item to Change order/Internal As built

Sam Greenberg

Would be helpful if we can Copy a item to a change order or to a Internal As built that keeps track of the actual job that was done.

6 days ago

Kirk Chisholm

marked this post as

under review

Coleman Anderson

When will this feature be officially published and implemented? This feature will be absolutely critical to the speed of our team's proposals. The fact that it's not already a feature is negatively impacting us as we speak. Please let us know. Thank you.

Jorge Arocha

Yes, please! This would save us a ton of time on change orders. Usually, a change order for us means crediting back parts/items/areas from the proposal and adding new items. Currently, we have to do this completely manually within the change order and it takes much longer than it should.

Adam Zell

Clients frequently ask us to add items such as TVs to their home after a proposal is accepted.

Our TV installation includes five line items on this particular project. We should be able to select all items and copy them to the "Change Order" but the change order does not show up as an option, so now we must manually search for, and enter, each item individually.