- 1
Open a sold job or repair and tap Material Lists.
- 2
Start a new list from a saved template or from blank, and name it for the job.
- 3
Add line items with quantities and prices — the sales tax from company settings is applied automatically and can be changed per list.
- 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
Share the list by email or print it for the supply house — the printed list uses the same clean layout every time.
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