Copy Contruction Schedule when Duplicating Quotes
This could potentially have liability consequences if missed. I’ve had it happen to me a couple of times already. For that matter, a default one should be in settings. Could potentially lead to one of the top issues most companies seek to avoid with crm/erp software.
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Comments2
Francois Jullien
Sep 24, 2025
You have the option to save a construction schedule as a template to, which allows you to create a copy.
However, I’m not sure what you mean regarding quote duplication, as quotes are independent items.
If a quote is duplicated or edited, the schedule activities are not linked to it
Geoff Van Brunt
Sep 25, 2025
I’m talking about the construction schedule that is on the contract. Everything else is copied over, but that isn’t. So if you copay a quote and update some of the items, its very easy to miss that that was not copied…