New Materials can be created while entering details of a Quick Invoice, Job or Estimate.
From the add (+) sign on any page of the application, select either QUICK INVOICE, JOB or ESTIMATE to add a new line item:
- Select or Create a QUICK INVOICE, JOB or ESTIMATE.
Once in a NEW ESTIMATE, JOB or QUICK INVOICE select "Services" and then "Add New"
Enter the name of the Material.
Enter description of that Material - optional.
- Choose whether the Material is taxable or non-taxable.
- By default, the "Save to Materials List" toggle will be ON, so it will save to the Master List for the entire Company to use in the future. - Admins are able to edit or delete from the Master List.
Select "SAVE" at the bottom.
Admins are able to create new Materials through the side menu drawer:
Only Admins are able to edit or delete a Material from the Master List (through the navigation drawer). This is why we suggest Admins create any popular and widely-used Materials to the Master List, so Employees can simply select it rather than creating a new one.