Duplicate a Job

What this guide covers

This guide explains how to duplicate an existing job in JobsiteOn. You will learn what information carries over to the new copy, what you need to update, and when duplication is more efficient than creating a job from scratch.

When to duplicate a job

Duplicating is useful when:

• You perform the same type of work for a different customer or property.
• A recurring service needs a new job record each visit.
• You want to reuse a well-structured job as a starting point without creating a formal template.

How to duplicate a job

1. Open the job you want to copy at /jobs/[slug].
2. Click the overflow menu (...) in the top right corner.
3. Select Duplicate Job.
4. A new job form opens with the following fields pre-filled from the original:
   • Job title
   • Description
   • Task list
   • Priority level
   • Notes
5. The contact and property fields are blank so you can assign the correct customer and location.
6. Review and adjust any pre-filled details.
7. Click Save to create the new job.

Screenshot: The overflow menu on the job detail page with the Duplicate Job option highlighted.

What carries over

Included	Not included
Job title	Contact
Description	Property
Tasks (unchecked)	Team assignments
Priority	Schedule events
Notes	Activity history

Tip: Duplicated tasks start unchecked regardless of their state in the original job, giving your team a fresh checklist.

After duplicating

• Link the new job to the appropriate contact and property.
• Assign team members.
• Schedule the job on the calendar if needed.
• The new job starts in Pending status with its own activity log.

Note: The duplicated job is a completely independent record. Changes to the original do not affect the copy and vice versa.

Best practices

• Use duplication for one-off copies. If you duplicate the same job frequently, consider creating a template instead.
• Always review the pre-filled description and tasks to ensure they match the new scope of work.
• Update the job title to reflect any differences from the original.

Related articles

• Create and Manage Jobs
• Use Job Templates for Common Work
• Add Tasks and Checklists to Jobs