Copy Work Order Variants (Use job number, Skip Trace, Copy Diligence)

Copy Work Order Variants (Use job number, Skip Trace, Copy Diligence)

Summary: Clone orders across types with options to retain numbering, mark skip‑trace, or copy diligence.

Quick answer

Right‑click **Copy Work Order** to clone an existing job. Options include appending a letter, creating a Skip‑Trace copy (suffix “S”), or copying diligence for process jobs.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Right‑click an order and select **Copy Work Order**.
    media/copy-work-order-variants-01.png

    [Insert screenshot for Step 1]

  2. Choose the **target job type** and **priority** for the new order.
    media/copy-work-order-variants-02.png

    [Insert screenshot for Step 2]

  3. Check **Use job number** to append a letter (e.g., 123423 → 123423A) or **Skip Trace** to create 123423S when the original is or should be marked skip trace.
    media/copy-work-order-variants-03.png

    [Insert screenshot for Step 3]

  4. Check **Copy Diligence** (Process) to copy attempts from the original order.
    media/copy-work-order-variants-04.png

    [Insert screenshot for Step 4]

Confirm it worked

A new work order is created with the chosen numbering and options; diligence appears when selected.

Troubleshooting

If branch sequencing is important, check **Copy Branch** so the new order uses the original branch numbering sequence.

  • X

    • Related Articles

    • Add Status and Diligence from Dispatch

      Summary: Log statuses/diligence, keep private comments internal, and add items in bulk. Quick answer Right‑click to add **Status** or **Diligence**; check **Comment** to hide from the client; use mass actions for multiple jobs. What you need ...

    • ePouch Job Sharing: Send/Receive with Affiliates

      Summary: Share jobs electronically with affiliates; receive completion packages back to the originating company. Quick answer Use ePouch to transmit orders to affiliates; they enter diligence, proofs, and invoices; the package returns and becomes a ...

    • Dispatch Board: filters, job lookup, list exports

      Summary: Work un‑POD’d jobs, filter to web orders, jump to jobs, and export snapshots. Quick answer Use the Dispatch tab to manage all addresses awaiting POD, filter the list, and export to Excel for a snapshot. What you need WinServe+ access ...

    • Create a Messenger Work Order

      Summary: Set up pickup/delivery legs (pairs) with optional multiple drivers and prebill items. Quick answer Add one or more pickup/delivery pairs; assign a driver per leg; add prebill items for extras. What you need WinServe+ access Appropriate ...

    • Batch Close and Generate Recurring Jobs

      Summary: Finalize many similar jobs at once and auto‑create new daily/periodic orders. Quick answer Use **Batch Close** to clone a baseline job’s proof/invoice onto a set of jobs; use **Generate Recurring Jobs** to create pre‑defined customer jobs ...