Start at the dispatch board
Open a job
Click Quotes & Invoicing tab
Click Add Material/Service
Search for an item by typing in the item code or name field
The oil filter item has now been added to the job
Click Add Material/Service
Fill in the fields
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.