Adding Material Costs to Quotes

Understand how to track the costs of materials in Tradify Quotes on the web app. 

Tradify provides the ability to log two types of material costs against a Quote. 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.  

 

Adding Price List Items to Quotes

To add Price List Items to your Quote:

  1. Select the Add Line Item button (within the relevant quote.
  2. Select Price List Item.
  3. Use the Item Code field to search for your relevant Item.

You can either search by the item code or item description. When using the search function, you can either search by the item code or item description.

Note: Edited fields are specific to this instance and will not update the default Price List Item.

 

Adding Miscellaneous Costs to Quotes

To add a Miscellaneous Cost to your Quote:

  1. Select the Add Line Item button (within the relevant quote)
  2. Select Miscellaneous Cost.

 

Understanding Quote Fields

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

  • Description – Use this field to describe the miscellaneous cost item.
    Note: Descriptions are limited to 200 characters.

  • Quantity - Use the quantity field to increase or decrease the quantity of the item.
  • Unit Cost – Use this field to change the buy/cost price of the item.
  • Unit Sell Price - Use this field to change the selling price of the item.
  • Discount % - Use this field to provide a percentage discount to this line item.
  • Gross Profit - Tradify will automatically calculate the gross profit for you. If you have tax associated with the cost item, this will be included in the gross profit amount.
  • Amount Tradify will automatically calculate the amount total for you as well. This is based off your quantity multiplied by your unit sell price.
  • Tax Rate - Select the tax rate that applies to this miscellaneous cost. If left blank, Tradify will assign the default tax rate. For more details on tax rates, please see here.
  • Section – Sections provide a way to break your quote up into different stages. This makes the Quote more functional for yourself and easier for your customer to read.
    Sections can also be copied to the Job as Tasks once the Quote has been attached or turned into a Job. To add a new Section, click the + icon within the section field. For more information on Sections, please see here

 

<pre>mobile-section</pre>

Learn how to add Material Costs to Tradify Quotes on the mobile app.

Adding costs to the mobile app follows the web version of Tradify, but looks slightly different.

 

Adding Price List Items to Mobile Quotes

  1. Open your Quote.
  2. Select Add Line Item.
  3. Select Price List Item.
  4. Head to the Price List Item screen, where you can search for your item, select it within your categories or create a new item.
  5. Fill in the details as required.
  6. Select Done.

 

Adding Miscellaneous Materials to Mobile Quotes

Choosing the Miscellaneous field is a great option for one-off materials or materials that don't belong to a pre-recorded Price List.

  1. Open your Quote.
  2. Select Add Line Item.
  3. Select Miscellaneous.
  4. Fill in your fields as necessary.
  5. Select Done. 

 

Understanding Quote Fields

Check out Understanding Quote Fields to see what the fields mean. 

 

Was this article helpful?
0 out of 0 found this helpful