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'.
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.
