Adding and managing materials and items

Add materials through favorites, catalog, warehouses, and manual items.

Adding and managing materials and items

Use Materials to add the parts and items used on site.

The iOS app can show Favorites, Catalog, and Warehouses.

What you can do

• Pick items from Favorites.
• Search categories and items in Catalog.
• Use Warehouses when stock is enabled.

Add materials

1

Open Materials

Open the work order.

Go to Materials.

2

Choose where to add from

Pick Favorites, Catalog, or Warehouses.

The available options depend on your setup.

3

Add the item

Select the item you need.

You can also create a new material when that option is enabled.

4

Check the line details

Adjust the quantity if needed.

Remove the line if it was added by mistake.

How catalog selection works

The catalog can show categories, favorites, and single items.

Scanning and cart-based selection can also be available.

Before you send

Warehouse use depends on policy and available stock data.

Manual material creation depends on company settings.