Create a New Material

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"

    adding-line-items-to-job    add-new-material


  • Enter the name of the Material. 

  • Enter description of that Material - optional

  • Enter pricing

  • 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.