Overview
Job duplication allows you to create a new service job using an existing job as a template. This feature is particularly useful when you need to serve the same person again or recreate a job with similar details.
How to Duplicate a Job
Open the job you want to copy.
Select More Actions.
Choose Duplicate Job.
(Optional) Pick any linked same-address jobs you want included in the duplication.
What Gets Duplicated?
When duplicating a job, you can choose which elements to include:
Documents (optional)
Basic job details (always included):
Servee information
Address
Court information
Service instructions
Add-ons
Important Things to Know
Billing
Each duplicated job is billed as a separate service from the original job
Payment information will need to be provided for the new job
Access & Permissions
Only the original job owner can duplicate jobs
You must have access to the original job's documents to use this feature
Relationship to Original Job
The duplicated job is treated as a completely new service
While the system maintains a reference to the original job for tracking, the jobs are handled as separate entities
Common Use Cases
Serving the same person again at a later date
Creating a new service when previous attempts were unsuccessful
Setting up similar services for different cases