Adding Material Costs To Jobs In Tradify

Tradify provides the ability to log two types of material costs against a Job. The first and most commonly used are Price List Items. These are items that have already been entered into your system with set preferences. You can find out more about Price List Items here.

The alternative to Price List Items is Miscellaneous Costs. These items are stand-alone and are best used in one-off scenarios.  

Overall, there are four ways to add your Price List Items and Miscellaneous Costs to a Job. This article will cover off each section individually.

 

 

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 Bill

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

Important Note: In order to use this feature, the Bill must already be assigned to the Job in question.

To copy materials from a Bill, open the relevant Job and head over to the Cost tab. Select "New Cost", then select "Copy Materials from Bill". Using the drop-down button, select the Bill you wish to Copy the Materials from. Next, highlight the items you wish to copy over and confirm the markup % to apply to your Miscellaneous Items. Lastly, select OK to confirm.

Important Note: This markup only applies to Miscellaneous Items. For all other Price List Items being copied, Tradify will use the default Sell Price set against each item's configuration settings.

 

 

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.

 

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