Bulk Renewals/Projects Copying

Whether you’re preparing seasonal offers or duplicating ongoing workorders, gain full control over what gets copied, how it’s priced, and who gets notified.

The Bulk Copy feature is designed to save time and reduce manual work by giving you a tool to duplicate multiple Estimates or Workorders at once, using flexible filters and detailed options. 

The bulk copies can be created for the same clients as the original Estimates or Workorders. 
  • To get started, navigate to the Clients → Bulk Copy, where you’ll go through three key sections: Filter, Bulk Copy settings, and Data settings.

Filtering

This is where you define what you want to copy.

You can filter down to exactly the set of Estimates or Workorders you're interested in using a combination of client types, tags, services, pricing ranges, and more.

At any point, you can reset individual fields or use Reset All to clear the form. Validation ensures correct date and price ranges are entered before continuing.

If you're working with a large dataset, such as hundreds of Estimates or Workorders, it may take a moment for the system to fully load the results or apply settings.

Data settings

After applying filters, the system displays a structured list of matching Estimates or Workorders, including their associated services. Here you can:

  • Select specific Estimates/Workorders to copy

  • Expand items to view and select individual services

  • Use checkboxes at multiple levels (all, per item, or service)

  • Adjust pricing per service, either manually or via the percentage increase

  • Include/exclude services on the fly

Each project includes details such as:

  • Estimate/Workorder number

  • Client name and phone

  • Total original price

  • New price (editable per service)

If Search in Bundles is supported and the preferred services are part of a bundle:

  • Bundle details are included but disabled for editing

  • Individual services within the bundle remain editable (except for discounts)

Once everything is reviewed, use the Bulk Copy setting action to finalize the copy process.

Bulk Copy Settings

Once you've narrowed down your selection, the Bulk copy settings will help you to configure how the copied entities should behave.

Available options:

  • New Entity Status – Choose a default status for newly created items (excludes Confirmed for Estimates and Finished for Workorders)
  • Increase Service Price (%) – Apply a percentage-based increase to service prices in the copied entities
  • Send SMS – Notify clients via text after copy completion

  • Send Email – Notify clients via email using a pre-set template

  • Copy Discount – Decide whether to retain discounts from the original items

  • Apply to All – applies settings globally to all selected services
  • Reset All – clears all inputs in Bulk Copy Settings

When ready, click the Copy Selected in Bulk button. A confirmation modal will tell you how many items you’re about to copy and give you the final option to proceed.

Confirmation

After the process completes, an automated email will be sent to the current system user's address, summarizing the results:

Subject: Bulk Copy of Estimates Completed
Body: Includes how many items were processed, copied, or skipped (e.g. services that were all declined won’t be copied).
Use the direct link to review the newly created Estimates or Workorders.