Add Material Costs To Jobs

Tradify lets you add Price List Items or Miscellaneous Costs to jobs.

Adding Price List Items to a Job

To enter a Price List Item against a Job, open the relevant Job and head over to the Cost tab, then select "New Cost" > "New Price List Item".

Note: The fields listed below will be available to edit when adding the Item. Edited fields are specific to this instance and will not update the default Price List Item.

Description – Can be amended to include information specific to the Job.

Note: Descriptions are limited to 200 characters.

Quantity - Use to increase or decrease the quantity of the item.

Unit Cost – Use to change the buy/cost price of the item.

Unit Sell Price - Use to change the sell price of the item.

Task – Use to assign to a Task.

Note: for more information on Tasks, please see here.

Cost Incurred Date – Use this to represent the date at which the cost was entered. 

Note: The Cost Incurred Date is most commonly used for partial and progress invoicing.

Adding Miscellaneous Costs to a Job

To enter a Miscellaneous Cost against a Job, open the relevant Job > head over to the Cost tab > then select "New Cost" > "New Miscellaneous Cost".

Note: The fields listed below will be available to edit when adding the Miscellaneous Cost.

Description – Can be amended to include information specific to the Job.

Note: Descriptions are limited to 200 characters.

Quantity - Use to increase or decrease the quantity of the cost.

Unit Cost – Use to change the buy/cost price of the cost.

Unit Sell Price - Use to change the sell price of the cost.

Task – Use to assign to a Task.

Note: for more information on Tasks, please see here.

Cost Incurred Date – Use this to represent the date at which the cost was entered. 

Note: The Cost Incurred Date is most commonly used for partial and progress invoicing. 

Copying Materials from a Quote

Tradify also has the ability to copy Materials over from an existing Quote.

Important Note: In order to use this feature, the Quote must already be assigned to the relevant Job.

To copy materials from a Quote, open the relevant Job and head over to the Cost tab. Select New Cost, then select Copy Materials from Quote. Using the drop-down button, select the Quote you wish to Copy the Materials from. Next, highlight the items you wish to copy over and then select OK to confirm.