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32 Vote

Copy WO Feature

We have someone who would like a copy feature to be able to just copy over all of the setup information on one WO to a new WO.

• Paige Vandenack
• Apr 6 2017
• Likely but not yet planned

Vista Apps / SM - Service Management

Company	Tweet/Garot Mechanical, Inc
Job Title / Role	Payroll Supervisor
I need it...	12 months

• Comments (3)
• Votes (32)
• Merged ideas (1)

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• 
  Tingting Liu commented

  December 30, 2025 18:41

  It would be beneficial to be able to copy both work order header and all the scopes under same work order.

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  Guest commented

  March 28, 2025 18:18

  The option to Copy WO would be a great benefit to us.

  We have similar work at different locations for the same customer, so if we could copy a work order and update the work site, it would be golden.

  Thank you.

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• 
  Nathan Sutherland commented

  August 12, 2019 22:21

  (For the Merged suggestion) --- What about using the "Trips" area for that?

   

  I also think that a "Copy WO" feature would be quite useful.

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• 21 Vote

  Add the ability to Duplicate/Copy SM Work Order Merged

  We frequently have the same type of job multiple times a day/week. Our dispatchers are essentially re-creating the same work order multiple times. Example: We have 5 trucks on the same job all hauling material every day for weeks. It would be easi...

  

  Created 23 Jan 20:54 by Merydeth Myers

  Vista Apps / SM - Service Management

  Likely but not yet planned

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