Starter Guide
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      1. ClearGate & payup℠ Support Center
      2. Mobile App Support: payup℠
      3. Starter Guide

      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.


        plus-button-popup

      • Once in a NEW ESTIMATE, JOB or QUICK INVOICE select "Services" and then "Add New"

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


        new-material-form

      • 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:

      material-in-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.