> ## Documentation Index
> Fetch the complete documentation index at: https://support.jomioz.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to add another job for the same customer

> Create similar, duplicate, and templates.

## Create similar

On the job, open **More → Create similar job**. You get a new job for that customer with the same kind of work, as a new record. The old job, its visits, and its invoices stay where they are. Change the title and book a new visit before you treat it as scheduled.

## Duplicate

**Duplicate** on the Jobs list row copies the job. Use it when you want a second copy of the same work. It is a new job number. It does not keep the customer’s payments.

## Templates

**Settings → Jobs → Templates** stores a starting point: notes, price-book lines, checklists, visit length, how many visits, priority, and a default crew. The price-book lines on a template are not edited on the template itself. Editing a template does not rewrite jobs you already created from it.

A service plan is the other way to repeat work: a schedule and a billing agreement for that customer. That is [Service plans](/settings/service-plans), not a one-off duplicate.

## Build a template

**Settings → Jobs → Templates** is **Job templates**. **Add template** opens **New job template**.

| Field                  | What it copies onto a new job                                                                                                                                       |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Template name          | How you find it. For example, a one-time clean                                                                                                                      |
| Private notes          | Default notes for the office. They are not the customer-facing description                                                                                          |
| Line items             | Services and materials from the price book. The banner says price-book items cannot be edited on the template. You edit them after the template is applied to a job |
| Visit length (minutes) | Sets each visit’s end time when the template is applied                                                                                                             |
| Visits                 | Seeds that many visits over consecutive working days                                                                                                                |
| Priority               | **Low**, **Normal**, or **Urgent**                                                                                                                                  |
| Default crew           | Assigned to those seeded visits. It clears individual members                                                                                                       |

**Save** stores the template. **Start from template** when you create a job fills line items and job fields. The toast says to review before saving. Editing or deleting the template later does not rewrite jobs already created from it. **Delete job template?** says jobs already created are not affected.

Checklists can be attached to job templates as well as to jobs. That attachment is chosen on the checklist, under [Checklists](/settings/checklists).

## Repeat the visits, not the job

On one job, **Repeat this visit** plans more stops on that same job: every N days, weeks, or months. Check the dates before you save. Moving one later can ask **This visit only** or **This and all future visits**. That is [How to schedule a visit](/help/job-schedule) and [How to move a visit](/help/job-move). It does not create a second job number.

## Estimates on a job that already exists

**New estimate** on the job only shows when **Allow estimates on jobs** is on in [Job settings](/settings/jobs). The customer has to be on the job first. That estimate is extra pricing. It is not how you create the original job. The original path is still [Convert to job](/help/job-create). Extra work found on a visit, after the job exists, is a [change order](/help/change-order).
