Click New Schedule to open the modal. One form covers the template: who it’s for, how often, who runs it. Billing (line items, delivery, autopay) is configured afterward on the schedule’s own detail page, not here, so a brand-new schedule is born a draft with nothing set that could silently bill the wrong amount.
- Open the New Schedule modal.
- Type a title.
- Select the customer.
- Pick a project, scoped to that customer.
- Choose a frequency preset.
- See the day-of-month field for a monthly-and-up cadence.
- Change Frequency to Weekly.
- See the day-of-week field for a weekly cadence.
- Click Create custom to build an every-N frequency instead.
- Save the custom frequency.
- Set the preferred time of day.
- Set the start date.
- Optionally set an end date.
- Choose a job type.
- Assign a default technician.
- Click Create Schedule to save.
New Schedule modal: title, customer, project scoped to that customer, frequency presets plus a custom every-N builder, preferred time, day-of-week or day-of-month, start and end dates, job type, and assigned technician.
Project is optional. A schedule without one is a standalone schedule: it never shows up on any project card, since a project card only ever shows the schedules attached to that specific project. The customer’s own detail page is where a standalone schedule stays visible, with an Attach to project shortcut that opens that schedule’s page, where you pick the project in place. See Adding Customers for that side of it.