Duplicate an Existing Estimate Profile
Use the Estimating section of the Settings page in Mitchell Connect to duplicate an existing estimate profile. Duplicating allows you to modify only the values that differ, such as labor rates or environments.
How to
- On the navigation pane in Mitchell Connect, click Settings.
- On the Estimating card, click Estimate Profiles.
- Select the profile you want to copy from the list of estimate profiles.
- Click Duplicate at the top of the profile window.
- Rename the profile in the Duplicate Estimate Profile Name field.
- Add an optional Description in the appropriate field.
- Click Duplicate.