How-To Guide

Building and sharing material lists

Who: Office staff, admins, and salespeople · Module: Operations module · About 4 minutes

  1. 1

    Open a sold job or repair and tap Material Lists.

  2. 2

    Start a new list from a saved template or from blank, and name it for the job.

  3. 3

    Add line items with quantities and prices — the sales tax from company settings is applied automatically and can be changed per list.

  4. 4

    Save the list. If a list is changed after the job was received, the job is flagged so the office knows to re-receive it.

  5. 5

    Share the list by email or print it for the supply house — the printed list uses the same clean layout every time.

Follow along in your own workspace.

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