Enhanced Clone Job / Quote Feature - designed to save you time.

This feature allows you to determine what information is copied across or inserted by default on cloned jobs or quotes.

Running a busy service business often means creating the same or similar jobs and quotes, again and again. Re-entering the same information wastes valuable time and increases the risk of mistakes. This is where Job Tracker Professional can help. You can clone a job or quote at the touch of a button and also create rules so that the system automatically know which areas of information to copy to the new record. This works whether you are using the new versions of the quotes and jobs screens or the legacy versions.

The module allows you to clone an existing job or quote and define which data to copy, or not copy, giving you control over exactly what information is carried forward into the new record. You can even programe some basic rules for default data to be inserted into fields such as todays date or a specific job status etc.

For example, you can set the cloned job to:
• clear selected fields
• set the job status on the new job as desired
• insert a default value into chosen fields
• populate date fields with today’s date or a future date
• copy across the files stored on the original job
• keep the job spec the same but clear the job notes

This feature means far less manual editing after creating the cloned record, and a faster, more reliable workflow for your team.

"If you regularly create similar jobs, enhanced clone rules can save hours of repetitive admin and help keep job setup accurate every time."

How to Set Up Clone Rules for Jobs and Quotes

From the home page of Job Tracker Professional, on the menu at the top of the screen click Setup and then select Job/Quote Clone Rules.

In the screen that opens, go to the section on the right of the screen labelled Clone Job Rules.
Here you can enter the field code for the field you want to control, followed by the value you want applied.

For example:

JOBSTATUS=New Job
This will automatically set the Job Status in the cloned job to New Job.
If you are updating a picklist field or Job Status, make sure the value is entered exactly as it appears in your system. This helps maintain accuracy in reports, filters, and any other automations you already use.

If you want to clear a field, use:
FIELDNAME=BLANK entering the relevant fieldname which you can find here
If you want to set a field to a specific value, type the value after the equals sign.

Date fields can also be updated using simple rules:
=DATE, this inserts today’s date
=DATE+7, this inserts the date one week from today

Why This Feature Matters

1. Faster Job Creation
Cloning jobs with pre-set rules cuts down the time needed to create repeat or similar jobs. Instead of editing multiple fields manually, your preferred settings are applied automatically.

2. Greater Accuracy
By defining your clone rules in advance, you reduce the risk of carrying over outdated or incorrect information into a new job.

3. Better Standardisation
Your team can follow a more consistent process when creating jobs, helping improve internal workflows and document quality.

4. More Flexibility
Every business works differently. The enhanced clone job feature gives you the flexibility to decide exactly how cloned jobs should behave based on your own processes.

5. Less Admin, More Productivity
Small time savings on every job soon add up. Automating repetitive setup tasks frees your team to focus on more valuable work.

Field Codes and Screen Setup

It’s worth remembering that your Job Screen may look different from example screenshots, as Job Tracker Professional allows you to personalise your screens by moving, hiding, and renaming fields to suit your business. IF you need help identifying the right code to use, please do contact us.

A Simple Enhancement with Big Benefits

This feature shows how Job Tracker Professional helps businesses work more efficiently. Whether you manage recurring maintenance jobs, repeat call-outs, or similar project work, if you want to simplify job creation, improve accuracy, and reduce admin time, this feature is a valuable addition to your workflow.

Contact Us

We continually invest in the ongoing development of Job Tracker Professional, Job Tracker Mobile, and all associated products. We are always listening to customer feedback and adding features that make a genuine difference to everyday business processes.

If you would like to know more about this feature or any part of Job Tracker Professional, please get in touch.

Tel: 01255 830113

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