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Turn selected quoted materials into an ordering list.

Mark quote items Track Material and import selected items into project materials. Matching names are skipped to reduce duplicates. Track supplier, phase, unit, quantity, expected cost and To Order, Ordered or Received status.

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How to use project materials

  1. 01

    Flag the quote items you want to track as materials.

  2. 02

    Import the selected items into the project list.

  3. 03

    Assign supplier and phase, then update ordering status.

Worked example

What this looks like on a job

Import fixtures and flooring from the approved quote. Mark fixtures Ordered and flooring Received without treating either list as warehouse stock.

Illustrative workflow. Prices and scope are examples, not customer results.

Questions about project materials

What can I do with project materials?

Mark quote items Track Material and import selected items into project materials. Matching names are skipped to reduce duplicates. Track supplier, phase, unit, quantity, expected cost and To Order, Ordered or Received status.

Which plans include project materials?

All plans

Connected contractor workflows

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See the workflow with your own job.

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