Pulley
Help CenterDev DocsBlogChangelog
← All articles
← All articles

Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Create a Schedule Entry

Create a Schedule Entry

Open the Schedule dispatch board. Wait for the schedule board to load. Switch to the Week view to see the calendar grid.

Watch the demo (28 seconds)

Read transcript · Download captions

Overview

Open the Schedule dispatch board. Wait for the schedule board to load. Switch to the Week view to see the calendar grid. Give the week view a moment to render. Pick an unscheduled job from the sidebar to schedule. Wait for the scheduling action to open. Confirm the new schedule entry on the calendar. Wait for the entry to be saved to the board.

Steps: 10 · Time to complete: ~28 seconds · Difficulty: medium

Prerequisites

  • Access to the Create a Schedule Entry feature.

Steps

Step 1 — Navigate to /schedule · 0:00

Open the Schedule dispatch board.

Step 1: Open the Schedule dispatch board.

▶ Watch this step · Try it →

Step 2 — Wait for role=button[name="Week"] · 0:03

Wait for the schedule board to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: schedule-board · 0:00

Screenshot: schedule-board.

Screenshot: schedule-board

▶ Watch this step

Step 4 — Click role=button[name="Week"] · 0:06

Switch to the Week view to see the calendar grid.

Click 'Week' to view the grid

▶ Watch this step · Try it →

Step 5 — Pause 500ms · 0:10

Give the week view a moment to render.

▶ Watch this step

Step 6 — Click role=button[name="Pattie Kehn APPROVE… · 0:13

Pick an unscheduled job from the sidebar to schedule.

Drag 'Pattie Kehn' job to schedule

▶ Watch this step · Try it →

Step 7 — Pause 500ms · 0:17

Wait for the scheduling action to open.

▶ Watch this step

Step 8 — Click role=button[name="Schedule"] · 0:20

Confirm the new schedule entry on the calendar.

Click 'Schedule' to confirm

▶ Watch this step · Try it →

Step 9 — Pause 800ms · 0:23

Wait for the entry to be saved to the board.

▶ Watch this step

Step 10 — Screenshot: schedule-entry-created · 0:00

Screenshot: schedule-entry-created.

Screenshot: schedule-entry-created

▶ Watch this step

Expected outcome

Wait for the entry to be saved to the board.

Assets

  • 📹 Full video — 28 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Drag, drop, dispatched: scheduling jobs from the board
We rebuilt the schedule view so dispatchers can turn an unscheduled job into a calendar entry without leaving the board. Here's why we made it the default path.
Read the post →