Create a New Material

New Materials can be created from the QUICK INVOICE, JOBS or ESTIMATES detail screens.

New Materials can be created while entering details of a Quick Invoice, Job or Estimate. 

Only Admins are able to edit or delete a Material from the Master List (through their More menu). 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.

 

From the QUICK INVOICE (button on Home), JOBS (clipboard icon) or ESTIMATES (calculator icon) screens:

  • Select or Create a QUICK INVOICE, JOB or ESTIMATE.
  • Select MATERIALS in the "Line Items" section. 

  • Click the green Add New button at the bottom of the page.  


     

  • Enter the name of the Material.

  • Enter description of that Material - optional

  • Enter pricing (quantity and unit price) for the Material. 

  • Choose whether the Material is taxable or non-taxable.
  • Switch the toggle for "Save to materials list" to ON, if you'd like to save it to the Master List for the entire Company to use in the future.
  • Select "SAVE" at the top right.