How to Use Schedule Templates

The Houzz Pro Schedule is a great way to keep your project or lead on track. It helps you make sure that your team, subcontractors and clients are all on the same page as the project progresses.

While you can easily create a custom schedule from scratch (read this article for details), you can also use a template. Even though every project has nuances and differences, many projects follow the same structure. Templates are a great way to save you time when you start a new project.

For a schedule template, you can either use one of the preset templates we have in Houzz Pro, or you can create your own template from an existing schedule.

Use a Preset Template

Not sure where to start? No problem – we have several preset templates to choose from.

• For general contractor/builder projects, you can select from Kitchen Renovation, Bathroom Renovation, or Residential New Build.
• For designer projects, you can select from Interior Design (with Construction Elements), Interior Design (No Construction), or Full Home Renovation.
• For leads who haven't converted to a project yet, you can select Lead Management.

Preset templates show at the top of your schedule. Your custom templates will show up first, followed by the preset templates. To create your schedule, just select your preferred template, fill out the start date at the bottom of your screen, and click Apply Template. You can then adjust phases, items, tasks, dependencies, and milestones to suit that project or lead.

Create a Custom Template

If you have a specific schedule format that you typically use, you can easily save that as a template to save time moving forward.

It's simple: Once you have created your preferred schedule, you can click on the Actions button at the top of your screen. In that dropdown, you can choose Save as Template. 

You will be given the option to name the template and choose what aspects of the schedule you want to apply to the template. You can toggle on or off Phases, Items, Tasks, Dependencies, and Milestones – turning the toggle off means that item will not save in your template.

Be sure to click Create once you're finished.

Use a Custom Template

If you want to use a custom template you've already created, create a new project/lead (or open an existing project/lead) in the left navigation, and select Schedule from the left-hand menu. You will see all of your saved templates on top of the schedule – your custom templates will always show first.

If you would like to delete, edit or rename custom templates you've created, select the Manage Templates link.

When you select the template, you can click Use Template in the bottom right of the screen. A pop up will appear to select the start date. Once you have chosen your start date, select Apply Template. Now, everything you have saved on your previous schedule will be applied to the new project/lead. You can then adjust phases, items, tasks, dependencies, and milestones to suit that schedule.

Schedule Templates in Template Centre

The Template Centre is an easy way to access and make changes to all your schedule templates in one place, including preset templates and custom templates.

To access the Template Centre, find the Company icon in the left navigation, then select Templates from the menu.

From the All Templates page, select the Schedules module under 'View Templates for' or choose Schedules from the left menu.

On the Schedules Template page, click Create New Template at the top right to build a new custom template from scratch.

The Houzz Pro preset templates will be listed at the top. Click one of templates to open and view template details. From here, you can also apply the template to a new or existing project or lead.

Your existing custom templates will be listed at the bottom. Click on the template to open and view template details. To make changes, click the three dots icon on the right. From here, you can select Use Template, Edit, Duplicate and Edit, Rename, and/or Delete.