Duplicate estimates and verify scope inline

Copy an existing estimate to a new draft revision, or click work-area headers to verify scope without leaving the estimate.

What's New

Duplicate any estimate revision — When creating a new revision, you can now copy an existing estimate (current or older) into a fresh DRAFT. All line items, overhead, tax rates, and discounts are reproduced faithfully, so you don't have to recreate similar estimates from scratch.

Verify scope without leaving the estimate — Work-area headers in non-contents estimates are now clickable. Click "Living Room" or "Kitchen" to open the scope sheet inline and verify that room's scope, then return to your estimate — no page navigation needed.

Client-approved estimates are now locked against creating new revisions, both in the UI and on the server (previously this was UI-only).