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How do I use the Job Schedule tool in Buildxact?

Everything you need to know about using the job schedule tool in Buildxact.

Written by Dan C

The Job Schedule is used to plan, manage, and track work once an estimate has been converted into a job.

If you created an Estimate Schedule before creating the job, the schedule and its tasks will be carried across automatically.

Watch this video to get an overview of all things scheduling, otherwise see instructions on specific tasks below the video.


Managing the Job Schedule

You can adjust tasks directly from the schedule, including:

  • Moving tasks to different dates.

  • Changing start and end dates.

  • Adjusting task durations.

  • Changing task completion.

  • Adding or removing dependencies.

You can also expand and collapse categories to make the schedule easier to navigate.


Tracking progress

The Job Schedule allows you to track the progress of each task.

You can update progress by:

  • Dragging the progress indicator across the task.

  • Clicking the progress indicator and entering a completion percentage.

  • Entering dates and durations to adjust the planned timing.

Progress ranges from 0% to 100%.


Dependencies

Dependencies allow tasks to be linked so that the timing of one task affects another.

Manual dependencies

Manual dependencies are useful when there needs to be a specific relationship between two tasks.

For example, if an inspection needs to happen seven days after concrete is completed, an end-to-start dependency can maintain that timing.

You can also use start-to-start dependencies when two tasks need to begin at the same time.

To remove a manual dependency, double-click the dependency line and confirm the deletion.

Auto dependencies

Auto dependencies are useful when you need to move multiple tasks together.

For example, if a major delay pushes the schedule out, auto dependencies can shift the tasks below the affected point.

For normal day-to-day schedule changes, you may prefer to keep auto dependencies turned off so that moving one task does not automatically move unrelated tasks.


Weekends and non-working days

You can control how weekends and non-working days are handled in the schedule.

Weekends are shown in grey on the Gantt chart. You can choose whether weekends are included when calculating task durations.

You can also add specific non-working days, such as public holidays or company shutdown days. These are then treated in the same way as weekends when calculating the schedule.

A useful approach is to add your non-working days for the entire year at the start of the year rather than adding them individually as you go.


Assigning people

People can be assigned directly to tasks in the Job Schedule.

Select the task's assignee field and search for the relevant contact.

If a person has another booking at the same time, a red dot will indicate the potential scheduling conflict. You can still assign them, as they may be working across multiple sites or tasks, but the warning helps you identify potential clashes.

You can also use the dashboard and assignee view to see where people are scheduled across different jobs.

Reminders

Once people have been assigned to tasks, you can set reminders for them.

You can choose how many days before the task they should receive an email reminder and add a message with additional instructions.

For example, a reminder message could include:

  • Gate or access codes.

  • Where to park.

  • Instructions to contact the supervisor on arrival.

  • Other site-specific information.

Reminders can also be added independently of scheduled tasks.

Booking confirmations

Booking confirmations allow you to ask assigned contractors or suppliers to confirm that they can attend.

Select the people you want to contact and send them a booking confirmation. They receive an email containing the job and scheduled task information, with the option to accept or decline.

The confirmation status is shown on the schedule using different colours.

If you change the date of a confirmed task, the booking is no longer considered confirmed. You can then send the confirmation again to make sure the person has accepted the new date.

Onsite app

The Job Schedule can be synced to the On Site app so employees can view the schedule and see who is assigned to different tasks.

Assigned tasks can also appear as reminders in the On Site app.

You can turn schedule syncing off if you no longer want the schedule to appear in the app.

Other schedule options

The Job Schedule includes additional tools to help manage the schedule.

Highlight critical path

Highlight critical path identifies tasks with tight dependencies and highlights the critical path through the schedule.

Mark job as complete

Mark job as complete can be useful when a job was completed without a detailed schedule. It allows you to update the job's completion status.

Zoom and full screen

Use the zoom controls to change how much of the schedule is visible. Full screen can also provide more space when working with larger schedules.

Sharing the Job Schedule

The Job Schedule can be shared or exported in different formats.

You can choose:

  • A specific date range.

  • Which categories and tasks to include.

  • Whether the schedule should reflect the current display.

  • A Gantt chart or task list format.

  • Gantt chart is useful when you want to show the timeline visually, particularly when sharing the schedule with a client.

  • A task list is often easier for subcontractors or foremen to read because it focuses on the tasks without the visual Gantt chart.

  • Client Portal. When publishing to the Client Portal, you control which categories and tasks are visible to the client.

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