About Duplicate Client

The Duplicate Client add-on adds the ability to easily copy clients and client contacts. 

This can be incredibly useful and timesaving for situations where you may need to perform jobs/invoice a client to different methods. 

For example:

- You perform work for a client who owns a shop, however this work is invoiced direct to a head office. If the client would like to engage you for perform work and invoice them directly, you can duplicate the client to save manual entry. 

Client Card (Online)

You can use the add-on from the Client Card by clicking the Duplicate Client button as seen in the figure below. 

Job Card (Online)

You can use the add-on from the Job Card by clicking the Dup Client button as seen in the figure below.

Job Card (App)

You can use the add-on from the Job Card in the ServiceM8 app by clicking Duplicate Client in the More menu as seen in the figure below.