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Schedules | WEB | Create New

To create a new order schedule from the +Create New button

Main Menu –> Schedules –> List of Order Schedules –> Click + Create New

  • Fill out Priority, Name, Time Zone
  • Choose Company and Rate Group
  • If you use default Rate Group – Choose this option.
  • Add information to Contact Details, Work Instructions, Dates Pricing, Flags (as required)
  • Continue with other fields to enter other information (Order Owner, Inspector, Area, Project, Client, Reference, Allocated To)
  • Check Tax Code is set in Subscriber settings and matches if you set Tax Code in the Schedule.
  • When complete click Save & Continue