Help & SupportPipeline & scheduling

One materials list for every job

The Monday-morning question isn't "what did we quote" — it's "is everything on site?". The Materials view answers it in one screen: every scheduled and active job's material list, together, as a single pre-job pick list.

The materials view: checklist rows per job with needed, ordered and picked-up statuses

One list across all live jobs

Open Materials in the sidebar. Each scheduled or active job shows its materials — derived automatically from the saved quote: the fixtures you picked, tiles by area, and the consumables the work needs. Nothing is retyped, so the list can't drift from what was sold.

Three taps from quoted to on-site

Every line moves through three states:

The three material statuses in order: still needed, ordered, picked up Tap a line to move it along — left to right, never backwards by accident.

  • Still needed — quoted, not yet dealt with.
  • Ordered — on its way.
  • Picked up — in the van or on site.

Tap a line to advance it. Each job shows its progress ("3 of 7 picked up"), and All materials ready is the green light that a start date will hold. The status filter cuts the view to just what still needs action — "everything still needed across all jobs" is your ordering list for the week.

The crew see the same truth

The same list, with its live statuses, appears read-only on each job's crew page — so "did the silicone arrive?" is answered by looking, not by calling you.

Ordering from suppliers is separate — on purpose

These statuses are your own tracking; they don't send anything. When you want to actually request materials from a supplier, that happens from the saved quote's material order card, which groups lines by supplier and produces a branded request PDF you can send with one tap. Track here, order there.

Next: the jobs feeding this list live on the pipeline board.

Frequently asked

Where does the material list come from?

From the job's saved quote. Fixtures, tiles by area and the consumables the work needs are derived from what you quoted — no retyping. A job whose quote has no itemised list shows a note instead.

Who can update the statuses?

Anyone signed in to your organisation can tap an item through needed → ordered → picked up. The crew see the same list with its live status on their job page, read-only.

Does ticking items here order anything from a supplier?

No — the statuses are your own tracking. Sending an actual material request to a supplier happens from the quote's material order card, which produces a branded PDF per supplier.

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