Copying activities on the web made easy
Say goodbye to repetitive data entry and hello to efficiency. With our latest enhancement, in two steps you can effortlessly duplicate entire activities, saving you valuable time and reducing errors.
The “copy to new activity” on the website can be used on any activity type and will pull through key information such as: title, fields, products, rates, comments & more! Updates can be made to the copied activity. Once you hit save, your activity will be created and can be synced to your team members mobile devices so jobs can be viewed & converted in the field. It’s that easy!
P.S. Did you know we have the same feature on the apps as well? Check that out here!