Smart Contractor

Edit Master Schedule Form

While a "job schedule" is a schedule of all of the items in a job, the "master schedule" is a schedule of all jobs in Smart Contractor. To edit the master schedule, click on Schedule in the shortcut menu, then click Edit Master Schedule.

The master schedule displays the start and duration of all jobs in Smart Contractor in one grid. You can change the start date of any job, but you cannot change the duration of a job in the master schedule. The duration of each job is dependent on the duration of all of the items in the job, and you can only change the duration of individual job items in the Edit Job Schedule form.

The Edit Master Schedule form is a grid with jobs listed in the left half of the screen, and the schedule of each job in the right.

Both sides of the screen can be scrolled horizontally using the scroll bars at the bottom of the screen.

Both  sides of the screen can be scrolled vertically using the scroll bar at the right of the screen.

The bar that separates the job item list from the schedule grid can be dragged horizontally to re-size the two halves of the screen. Drag the separator bar to the right to view more job information on the left side of the screen.

Job List

The left half of the screen contains the list of jobs. This list includes the following columns of information regarding each job:

Job Number

The job number.

Job Name

The name of the customer.

Site Address

The job site address.

Job Status

The job status.

Note: by default the master schedule only displays "active" jobs - jobs with status Contract Signed, or Work Started. Click Setup > Select Jobs To Display at the bottom of the screen to select which jobs to display.

Start Date

The job start date.

End Date

The Job End Date

Duration Days

The number of days duration.

Job Total

The job total contact amount.

Labor Hours

The total number of labor hours estimated for the job.

Costs To Date

The sum of costs entered to date.

 

The Schedule Grid

The right half of the screen contains the schedule for the jobs listed in the left half of the screen. Jobs are sequenced by their scheduled date.

Drag To Change The Start Date Of A Job

Each cell in the schedule grid represents a date for the job listed on that row. You can move a job (change the start date) by dragging and dropping it on the date on which you want it to start.

Select Jobs To Appear

By default, the master schedule grid shows the schedule for the active jobs (with status equal Contract Signed or Work Started).

To include multiple jobs, click Setup at the bottom of the screen, and select Select Jobs To Display. The form will allow you to select jobs by a variety of criteria.

Print The Schedule

Click the Print button to view (and print) the schedule. A popup menu will appear with these options:

  • Print Schedule Listing. Click to print a formatted listing of the master schedule.
  • Print Schedule Grid. Click to print an image of the schedule grid on the screen. Note that this make take several pages. The grid is printed in page-size sections starting from the upper left.