How to add materials to a job online

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This lesson will show you how to add materials to a job. It will show you first how to add an existing material, then how to add a new material.

Start at the dispatch board

Start at the dispatch board

Open a job

Open a job

Click Quotes & Invoicing tab

Click Quotes & Invoicing tab

Click Add Material/Service

Click Add Material/Service

Search for an item by typing in the item code or name field

Search for an item by typing in the item code or name field

Hit enter or click on it to accept the selection.

The oil filter item has now been added to the job

The oil filter item has now been added to the job

We will now add an item, that isn't in the system.

Click Add Material/Service

Click Add Material/Service

Fill in the fields

Fill in the fields

This item has now been added to your inventory, so you can bring it up by searching on your next job that uses it.

That's it!

You can add as many items as you need to, either by searching or creating new ones.

Hints

  • Bulk import materials with a CSV
  • When integrated with your accounting package¬†materials will be imported automatically, and will be automatically added to your accounting package.
  • Edit existing material costs on a job by job basis, changes will not affect other jobs or the default.
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