Creating a New Schedule

Before you begin

• Ensure you are logged into the Elda(Chrome) Scheduler Application.  See our article Getting Started with Scheduler for more. 

Creating a New Schedule

For a Job Account 

1. In Scheduler, select the job that you wish to create a schedule for.

2. Press the Schedule button in the main window, select the new schedule option.

3. If the job is tied to an estimate, you will need to select the section of the project you are scheduling for from the Select Estimate Section window.

4. Fill in the schedule details in the Details tab of the schedule window. Then select save.

For a General Account/Cash Sales Account

If the job is a general account/cash sales account, the estimate section and the schedule details window will not open. You will simply add the schedule details within the details tab

1. In Scheduler, select the job that you wish to create a schedule for within the current jobs field.

2. Press the Schedule button in the main window, select the new schedule option.    

3. The new schedule will be displayed in the job schedules field.

4. Proceed to enter in the schedule details in the field below. Then select save

The delivery address and contact details can be edited directly, otherwise press Select next to delivery address or contact name to select a preferred address and contact that has been saved into the job details.

5. Proceed to our article Adding Items to a Schedule to add products and items in to your new schedule.