Quick answers to the most common questions about Schedules. Where a detailed guide exists, we link straight to it — for step-by-step instructions, start with Schedules: Quick Links.
Building & managing your Schedule
How do I change a Schedule's name?
Double-click the Schedule title and enter the new name.
Can I add custom fields to my Schedule?
Yes — click the Details button at the end of any product row to add as many custom fields as you need in the Custom Specs section. See How to add Custom Specifications to your Schedule products.
How can I create, rename, or edit my custom statuses?
Custom statuses are managed in your Studio settings. See How to create and edit custom Schedule statuses.
How can I capture costs like freight, design fees, and external contractors?
Create a section (or a separate Schedule) labelled "Trades" or "Service Fees", then add each cost as a Custom Product with its price.
How can I manage products made up of multiple components?
Use our bespoke items workflow to specify, share, and price component-based products. See How to build bespoke items in your Schedule. You can also set individual components to the Hidden status to exclude them from shared views, exports, and financial totals.
Is there a place to input room/location information?
Yes — use the Product Details field for location information (you can filter your Schedule by this field), or organise your sections by room. Here's an example Schedule organised by room.
What should I do if Add from URL isn't working as expected?
Some websites block importing tools. Try the Web Clipper as an alternative, and test a few different websites to check whether the issue is site-specific. If it persists, work through our troubleshooting guide (clear your cache, try another browser, and check for updates).
Can I add images from my Schedule to my Presentation?
Yes — you can pin products from your Schedule directly, or import them via your Product Library. See How to pin products from your schedule.
Sharing, exporting & printing
Can I selectively export parts of my Schedule?
Yes — you can export specific sections or products to PDF. See How to export your Schedule & Spec Sheets to PDF.
Will my financial totals update if I export a filtered view?
Yes. Filters update the financial information based on your selections, and PDF exports of a filtered view reflect the filtered totals.
Can I customise the layout of shared Schedules?
Yes — shared Schedules (via the Client Dashboard or web link) can display in gallery/card view, and setting your default view in your internal settings applies it across all shared formats. PDF exports currently use the list view layout. See How to share your Schedule with clients online.
How can I print my Schedule (A3 or A4)?
PDF exports are optimised for A3 (international) or tabloid/letter (US). Because Schedules hold a lot of data, for A4 we recommend sharing a live link instead so clients can zoom in and open individual items — or download a Schedule package, which includes A4 spec sheets for each product. See How to export your Schedule & Spec Sheets to PDF.
Can I show my status labels in my Schedule PDF export?
Not currently — statuses appear in the live Schedule view only. As a workaround, filter your Schedule by status and export the filtered view.
Can I export my Schedule as individual files?
The main Schedule view exports as a single PDF. To include a separate spec sheet for each product, enable "Export with detailed product spec sheets" when exporting. See How to export your Schedule & Spec Sheets to PDF.
Can my clients open product website links from a shared Schedule?
Yes — enable the product link option when sharing your Schedule. The link appears as a square icon next to the product name and description.
When sharing via QR code, can I add information to the QR code page?
The QR code page pulls from your studio name in Studio settings. It's not currently possible to add extra information, but you can adjust your studio name to suit.
How can I highlight changes or revisions in my Schedule?
Use Flags to add an orange highlight with a custom note below any item in shared and exported Schedules. See How to track changes and revisions with Flags.
Could you share examples of Schedules set up by category?
Of course! Explore these live examples — you can also click "Export to PDF" in the top right of each to see the exported format:
Pricing, quoting & permissions
Can I use multiple currencies across individual Schedules?
Yes — currency and measurement systems are set per project. See How to set custom currency and measurement for your project.
Can clients see my trade pricing and markup?
No — with Add Mark-up enabled in your Schedule's Financial tab, clients only see the RRP and Client Price, never your trade pricing, profit, or markup percentage.
Why can't I add a product to my Quote Request (or see it in my quote request emails)?
Products with the statuses Quoting, Closed, Rejected, Ordered, Payment Due, In Production, In Transit, or Installed are excluded from bulk quote requests, to prevent items being quoted twice. To include a product in a new request, change its status to Draft, In Review, or Selected. See How to request supplier quotes from your Schedules.
Can all team members access the Financial view in Schedules?
Owners and Admins always have access. For Editors, the Owner controls access individually: go to Settings > Team, click the 3-dot icon next to the Editor's name, and toggle View Financials. See How to add and manage team members.
Where can I learn more about pricing fields and tax?
For financial field definitions, calculations, and tax questions, see Pricing & Quoting FAQs, How product pricing calculations work in Schedules, and How to apply tax across your Projects, Schedules and Invoices.
Need more help with Schedules? Reach out to our friendly support team on the live chat below.