Job Materials

Add materials while working on a job or after completion to ensure accurate cost tracking and billing.

1. Open the Job

   Go to Jobs → Find your job → Click to open the job details page.

2. Navigate to Materials Section

   Scroll down to the "Materials" section or click the "Materials" tab.

3. Click "Add Material"

   Click the green "Add Material" button to open the material entry form.

4. Enter Material Details

   Fill in the material information:

   • • Description: "22mm copper pipe" or "Worcester Bosch boiler"
   • • Quantity: Number of units used (e.g., 15 metres, 1 unit)
   • • Unit: metres, units, litres, etc.
   • • Unit Cost: Your cost per unit (for profit tracking)
   • • Markup %: Your profit margin (e.g., 25%)
   • • Customer Price: Final price charged to customer
5. Save Material

   Click "Save Material" to add it to the job. Material appears in the job materials list.

Save time by creating templates for commonly used materials with standard pricing.

Automatically add job materials to customer invoices for accurate billing.

Manual Process:

1. Complete Job with Materials

   Finish the job and ensure all materials are added to the materials list.

2. Create Invoice

   From the job page, click "Create Invoice" or go to Invoices → New Invoice.

3. Select "Include Materials"

   When creating the invoice, check "Include Job Materials" option.

4. Review Materials

   Preview shows all materials with descriptions, quantities, and prices.

5. Customize if Needed

   Edit descriptions or prices if needed before finalizing the invoice.

Add materials while on-site using Toolfy's mobile app for real-time tracking.

Monitor material costs and profitability across jobs to optimize your pricing strategy.