Choose your sharing method
Method | Best for | Client experience |
PDF Export | Final documentation and printed materials | Static branded document |
Client Dashboard | Ongoing projects with updates and approvals & live presentations | Interactive online view with real-time updates |
QR Codes | Quick onsite access for trades and contractors | Instant mobile access to live schedule |
Method 1: Export to PDF
Use this method when you need professional, branded printed documents for client presentations.
Click the 3 dot menu in the top right corner of your Schedule
Select Export as PDF
Toggle on or off any fields you want to show or hide from the export
Add Cover page notes if needed (revision numbers, special instructions, etc.)
Click Export
Your PDF downloads immediately for most schedules. Larger schedules may take a few moments to generate.
Customizing your PDF:
Show or hide columns to control which product information appears
Each column contains multiple information fields that display or hide together
PDF exports include live URL product links for each product (unless Brand or Supplier toggles are turned off)
Your PDF includes a branded cover page with your studio name and logo, project name, schedule name, notes, disclaimer, and current date
When to use PDF export: You need a polished, static document for client, contractor bids, or printed materials.
Method 2: Share via Client Dashboard
Use this method for ongoing projects where clients need to view live schedules, provide feedback, or approve selections.
In your Project Files list, click the three dots menu to the right of the Schedule you want to share (or click into your Schedule)
Select the Share button
Toggle on Publish to Client Dashboard
Add your client's email address in the provided field and click Add
Select the Access dropdown next to their email and choose the desired access level
What clients see: Clients access a central dashboard with all shared Schedules, Pinboards, and files in one location. They can view live schedule updates, filter & sort views and submit approvals, with comments (if enabled).
When to use Client Dashboard: You're working on active projects where clients need ongoing access to review selections, track changes, or provide approvals.
Method 3: QR Codes
Use this method when trades, contractors, or clients need instant mobile access to live schedules while onsite.
Navigate to your Schedule and click the three dots to the right of your schedule name (or click into your schedule)
Click the Share button
Turn on the Publish to Web option
Toggle fields on or off to choose what information to display or hide
Click the Box and Arrow icon to preview your online schedule
Select the QR Code button to download a PDF QR Code
Anyone can scan the code with a smartphone to instantly access your project's live schedule anywhere, on any device—no searching for printed schedules or remembering URLs.
When to use QR codes: Trades and contractors need quick onsite access to the latest schedule information, or you want to provide instant mobile access at client meetings.
What's Next?
Ready to learn how to export and share your schedules with clients? See our comprehensive guide:
Need more comprehensive details on how export and share your schedules, check out our in depth guide here:
Need more help with exporting and sharing schedules? Contact our support team via live chat for personalized assistance.