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.

Copy Materials from a Bill

1. Navigate to the Job.
2. Select the Cost Tab.
3. Select New Cost.
4. Select Copy Materials from Bill.
5. Select the bill from the dropdown menu.
6. Select OK.

Additional information

For more information on job time costs, see here: Add Time/Labour to Jobs Using the Live Timer on Tradify Web