Sometimes you may want to make a copy of a job, for example to start a new job based on a previous job.
The new copy job can bring forward all or just some of the details from a job that's currently on the Main Form.
We'll start a new job now, based on a previous job. We want to reuse all the details such as dentist, patient and reference but we don't want to keep the priced items.
Start a New Job Based on a Previous Job
| ▪ | Select the job you wish to copy so that it is now on the Main Form |
| ▪ | Click 'Copy to new' |
| ▪ | Untick 'Value Items' |
| ▪ | Click OK |
| ▪ | You will be prompted if this copy is a REMAKE at no charge. Click No. |
If we chose Yes to make this a REMAKE then any value items on the job would be marked as zero value, and a note will be added as the last item in the list stating this is a remake at no charge. This note can be removed.
Those of you who are still with us may realise the potential of this copy action. You can start a new job based on a previous job, you can quickly duplicate any job and you can make a duplicate without copying the customer. This means that any job completed for the wrong customer can be copied and assigned to the correct customer (raising a credit note to cancel out the wrong one).
Add some line items to your new copy and click Bookout ongoing.
