---
title: "Creating Estimates by Copying Opportunities"
slug: "creating-estimates-by-copying-opportunities"
tags: ["Language - English", "Area - Estimating", "Industry - Landscaping", "Type - Task (How-To)", "Role - Account Manager", "Role - Branch Manager", "Role - Project Manager", "Role - Operations Manager", "Role - System Admin", "Role - Branch Admin", "Role - Sales Rep", "Skill Level - 1 (Beginner)"]
updated: 2026-04-23T14:30:36Z
published: 2026-04-23T14:30:36Z
canonical: "guide.youraspire.com/creating-estimates-by-copying-opportunities"
---

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

# Creating Estimates by Copying Opportunities

## Overview

Copying an opportunity lets you create a new opportunity on a property using information from an existing opportunity. This saves time when you need to rebid a job or correct an opportunity that's already in progress.

### Things to know

- You can only copy an opportunity when there are no revisions or edits in progress on the Estimate.
- If you don't select any checkboxes on the Copy Opportunity screen, Aspire creates the new Estimate based on the original Opportunity's services and items.
- Copying an Opportunity is different from using an Opportunity Template. For details, see the [Copying an Opportunity vs. using a template section](/user-guide/docs/creating-estimates-by-copying-opportunities#copying-an-opportunity-vs-using-a-template).

## Requirements

- To access the Opportunities screen and copy an Opportunity, you need the *Edit Opportunities* and *View Opportunities* added to your user role.
  - To learn more about opportunities, read [Restricting Property and Opportunity Access with User Role Permissions.](https://guide.youraspire.com/docs/restricting-property-and-opportunity-access-with-user-role-permissions)

## Steps

### Copy an opportunity

Follow these steps to copy an Opportunity to a Property.

1. From the Opportunities screen and select the opportunity you want to copy.
2. Select the **three-dot icon** to open the action menu, then select **Copy**.
3. On the Copy Opportunity screen, select the Property from the **Copy To Property** menu.
4. Select any checkbox options you want to apply to the new opportunity. For details on each option, see the [Update checkbox options](/user-guide/docs/creating-estimates-by-copying-opportunities#update-checkbox-options) section.
5. Select **Save** to create the new Opportunity.

![Copy opportunity modal from an existing opportunity with checkbox options to update costs, takeoffs, prices, and more.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/2026-04-17_10-02-59.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A40Z&se=2026-11-15T02%3A17%3A40Z&sr=c&sp=r&sig=7P%2B85Tm0KB3xC6itdW553%2FQ2jCu2XgnKMUUM6rKmEI4%3D)

### Update checkbox options

The following options on the Copy Opportunity screen control how Aspire creates the new Opportunity.

| **Checkbox Name** | **Action** | **Important to know before using** |
| --- | --- | --- |
| #### Update Takeoffs | Select this option to have Aspire search the Property for takeoffs and apply those values to the Items or Kits in the Estimate. | - If an Item or Kit doesn't have a takeoff item assigned in the Item Catalog, Aspire sets the Quantity field to 0. - Don't select this option when copying a T&M Estimate or renewing a contract unless you want Aspire to pull new takeoff values. The system may set fields to 0 that previously had values, such as hours or material quantities. |
| #### Update Costs | Select this option when you want to base the new Estimate on current Item Catalog costs and not on the original opportunity costs. | - Don't select this option if you want the pricing to stay the same as the original Opportunity. |
| #### Update Prices | Select this option when your system markups have changed since the original Opportunity was created and you want to use the new markups. | - Don't select this option if you want the pricing to stay the same. - If you set an override on a service in the original Opportunity, the override carries over to the new Opportunity. Selecting Update Prices doesn't affect service-level overrides. |
| #### Update Kits | Select this option to have Aspire update Items and production rates for all services based on the Kits defined in the Item Catalog. This recalculates prices. | - Don't select this option if you want the pricing to stay the same. If your company uses template-specific production factors, selecting Update Kits replaces those factors with the Item Catalog factors. |
| #### Copy Default Routes | Select this option to have Aspire copy all default routing and sequence numbers to the new Opportunity. | - This option is helpful when renewing a contract or copying the opportunity to the same property. |
| #### Clear Start and End Date | Select this option to have Aspire clear the **Start** and **End** dates on the new Opportunity, leaving both fields blank. | - This option prevents copying previous schedule dates to the new Opportunity or when you plan to enter new dates manually. |

## When to copy an opportunity

Use the copy feature in these common scenarios:

- **Rebidding a lost proposal:** If a customer declined a proposal in the past but is now interested, you can copy the original Opportunity (even one with a Lost status), update the pricing, and send the new proposal.
- **Correcting an existing opportunity:** If an Opportunity needs significant correction after work has started and you don't want to create a change order, copy the Opportunity, make your corrections, then use the Swap Work Ticket Costs feature to transfer costs. After swapping and verifying, you can delete the old Opportunity.

## Copying an opportunity vs. using a template

Copying an opportunity and using an opportunity template are similar but suited for different situations:

- **Copy an opportunity** when you're rebidding a lost job with new pricing. This creates a new Opportunity on your desired Property using the original Opportunity's data.
- **Use an opportunity template** when you're starting a new, repeatable job. Templates save time by applying existing labor, material, and travel hours from a pre-built template.

For more information on templates, visit [Creating Estimates with Templates.](https://guide.youraspire.com/docs/creating-estimates-with-templates)