It is possible to create a schedule during your estimating phase. This functionality was created to help users 'rough in' a schedule to establish a projected timeline for the build without having to create a job.
Consider your estimate schedule as a first draft for your job schedule.
Any information included in the estimate schedule will flow through into a job schedule as soon as the job is created from the estimate. Once a job has been created, the estimate schedule is locked as 'read only'.
This transition ensures that users can focus on customizing and managing timelines specific to the job requirements using advanced job schedule features. To implement changes or adjustments, users should access the job schedule, as the estimate schedule no longer permits edits.
Create an estimate schedule from Estimate Costings
From Estimate Costings, within your Estimate, click on a category that you'd like to include in the estimate schedule and click on the 'T' button (shown below). This line item will appear as a task in the schedule. Each line item you select in estimate costings will correspond to a task in the schedule.
When you click on the Schedule tab (1) you will see your line item (2) under Tasks.
Create an estimate schedule from scratch
You can create a schedule from scratch by clicking on the Schedule tab (1) and clicking on '+Add category' (2).
Creating categories and tasks in your estimate schedule
Adding a category
When you click on +Add category, the following pop up will appear:
This is where you can:
Name your category.
Set a start date.
Set an end date.
Select a color to code your categories and tasks.
Set the duration. This will populated automatically if you have filled out start and end dates.
Click 'Save'.
Adding a task
To add a task to a category, select the '+' button highlighted below.
Clicking on the three vertical dots, to the right of the + button, brings up a small menu allowing you to edit the category, add a category above or below, duplicate categories or delete the category.
Tasks work the same as for categories, you can name your task, add a start and end date, attach a color, provide the duration of the task and click Save.
