Can I clone an Estimate in Zoho FSM? How to clone an Estimate in Zoho FSM?

Can I clone an Estimate in Zoho FSM? How to clone an Estimate in Zoho FSM?

Yes, you can clone an estimate in Zoho FSM.

Cloning an Estimate in Zoho FSM

  1. Open the Estimate Details page.
  2. From the Edit dropdown, click Clone.



    All details including customer, asset, address, services, and parts will be copied to the new estimate.
  3. In the Clone Estimate window, make any changes if needed.
  4. Click Save to create the new estimate.

A new estimate will now be created with the cloned details.