Duplicate, Convert, and Renew
Reuse a job three ways: clone it, restructure it under the same number, or recreate an ended recurring job for its next term.
Three tools recreate work from an existing job, and they answer different questions. Duplicate answers "I want another one of these." Convert answers "this job's structure is wrong and it's too late to edit it." Renew answers "this contract ended — sign them up for another term."
Duplicate a job
From a job's detail page, open the Duplicate menu and choose the shape of the copy:
- As Proposal or As Proposal with attachments
- As Active Job or As Active Job with attachments
Duplicating deep-copies the job — line items, groups, notes, settings — under a new job number, and the "with attachments" variants also copy the job's files and photos. The copy is fully editable, so this is the fastest way to quote repeat work for the same client or similar work for a new one. If any attachments fail to copy, the job is still duplicated and BranchSite tells you.
Convert a job
Some choices lock once a job is active — most notably the Invoice Type, which is fixed once billing may have started ("use Convert Job to change the billing model," as the form puts it). Convert exists for exactly this case.
Clicking Convert creates a new editable copy as a Proposal that keeps the same job number, so your paperwork and customer history stay continuous. The current job is archived — kept with its invoices and visits — under a new number. On the new copy you can change the job type, cadence, estimation, or billing model, then move it forward again.
Warning: Converting cannot be undone. The original becomes an archived record; the number now belongs to the new copy.
Leads have a related shortcut, Convert via Template, which converts a lead into a proposal or active job using a job template. If the lead already has line items or tags, BranchSite warns that applying the template will permanently replace that content.
Renew a single job
When a recurring job's series has ended and is still eligible for renewal, a Renew button appears on the job's detail page. The renewal dialog offers:
- Renew as — Active or Proposal (send it for acceptance again).
- Renewal term (years) — how far to shift the dates.
- Adjustments — per-dimension pricing for the renewed lines: keep current, adjust by a percent (an escalator), or reset to the current item default for Price and Cost independently.
- Retain visit information — copy each visit's crew and schedule onto the renewed job instead of regenerating a clean cadence (renewing as Active only).
- Restore archived visits — also re-create visits you removed for weather, crew, or access reasons; customer rejections are never restored.
Batch Renew
To renew a whole book of contracts, select jobs on the Jobs page (Active, Completed, or Approved tab) and click Renew with your selection count. This opens the Batch Renew wizard:
- Review Jobs — see each job's current start and end dates, and choose Same dates for every job or Set dates individually. Jobs that can't renew are flagged (for example an active job with no end date).
- Adjustments — the same price/cost and visit-retention options as the single-job dialog, applied to every job in the batch.
- Click Start Renewal. Large batches run in the background with a live progress view — Renewed, Skipped, Failed, and Remaining counts — so you don't have to babysit the page.
If any renewed lines are held by an item's minimum service interval, the summary says so, and each held line is marked on its job's estimate with the next eligible date.