Adding Materials

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Ellery Curran
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  1. Click the Work Orders tab and navigate to All to view the work orders grid. Hover over the order number and click View Details to open the work order information.

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  1. Within the work order’s page, scroll to the bottom to find the Labor & Materials tab. 
  2. Within labor & materials click the Add Labor or Material button.

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  1. Click Material under what item you would like to add. Chose a material from your account, enter a cost and a quantity for the material. 

You can enter either a fixed amount or a percentage markup, but this is optional.  

You can select a charge code from your account or a location to bill, but these are optional. 

Click the toggles to designate whether the labor is billable or taxable. 

  1. When all required fields are complete, click the Add Material button at the bottom of the page.

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