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      Set Up Your Company Material List

      Upload a master material list to easily add materials to tickets, forms, Field Material Requests and POs. Include the material cost and/or price, and it will transfer to your T&M pricing and purchase orders.

      The setup of a master material list is optional but recommended. This will be the default material list for all projects, but can be modified at the project-level as well.  Learn about uploading a project-specific material list here.

      Table of Contents

      Import a Material List

      The easiest way to create a material list is to download our template, populate it with your items and then upload it.

      • Navigate to Admin > Materials and click on Download Template from the Menu icon

      • Open the Excel file that downloads
      • Add your material info, leave the headers and delete the Example/Instructions lines


      • The fields are as follows: (R = Required, O is optional)
      Group 1 (R) - A high-level grouping of material such as Drywall
      Group 2 (R) - A secondary level grouping of material such as Type X
      Group 3 (R) - A third-level grouping of materials such as 5/8"                                          If you do not need three levels of subgroups (Metal/Studs/20ga) you can repeat the group name (Insulation/Insulation/Insulation) or (Paint/Primer/Primer)
      Item Code (R) - A unique code for your item - this can simply be a number if you do not have reference numbers for your items, but be sure to make it unique and do not re-use it for a different item.
      Item Description (R)           
      Pricing Unit (R)  - Valid values are (M/C/E/P). M = per 1000, C = per 100, E = each and P = per pound. 
      Quantity Unit (R) - This works in conjuction with the Pricing Unit to calculate material cost (EA, SF, SF, SY)
      Unit Type (R) - This is the unit of measurement for the quantity entered (e.g. 200 pieces/gallons/boxes)
      Factor (R) - This is a multiplier when the Unit Type differs from the Pricing Unit, e.g. 100 sheets of drywall that are charged/purchased by SF, use the Length field and put the width as the Factor to calculate total SF.  
      Manufacturer (O) - Informational only.
      T&M Price (R) - This price is used on T&M pricing and Change Order Requests.
      Cost Code (O) - if you want to track your materials by cost code, enter this field.
      Cost Type (O) - D/M/R/S/T D=Direct Expense, M=Material, R=Rental, S-Subcontract, T=Tools.  This field is only used with ERP integrations, if left blank it will default to M.
      PO Price (R) - This price is used on PO's when ordering from the company/project list.
      Modules (O) - This allows a user to specify which modules an item is used in, if left blank it will default to All.
      Office Only Material (O) - Set to yes if the field does not need to see the item on the  mobile app, otherwise will default to no.
      Custom PO Field 1, 2 & 3 (O) - If custom fields are defined for the company list, this item information will display on the PO.  Define the fields in the Menu icon. See below.

       

      • Save the material list as an Excel file and Upload through the Menu icon

      If you need assistance with importing your material list please contact Support

         

        Add New Materials Individually

        If you have a master material list in place but need to add additional items individually, go to Admin > Materials > + New Material and a popup window will open for you to fill out the item details.

        new material

         


         

        Edit Materials

        You can also Edit or Delete items on the material list by choosing Admin > Materials > Edit

        • Review and edit the fields and click Save

        new item

         

         

        Export Materials

        • Click on Export
        • User the Search box if desired to narrow your list results before you export.

        A useful function of the export is to export your entire list, update the prices and then re-import. Be sure to save it as an Excel file after you have made your edits to the list.

         

         

        Define Custom PO Fields

        • From the Menu icon, select Edit Custom PO Fields

        • Name the fields as desired and Save

        • Once the fields are defined, you can populate the item detail on the template, or edit the items individually:

        • They will display on the PO as well as on the Material dashboard

        custo po

         

        Editing/Deleting Group Names

        To edit or delete existing group names:

        • Start in Admin > Material and click  + New Material
        • Use the Cog wheel or red X next to each group name as needed
        • Save changes (without adding a new item) and all items in the group will update accordingly

         

        Your materials are all set! 

        Now you can maximize efficiency by having all your project teams select the correct materials and the pricing will load automatically into your tickets.