Materials on a job
The job's shopping list: what to buy, derived from the quote, ticked off in the yard, with the receipt and the quantity actually used recorded against each line.
Every job page has a Materials to buy panel. For the trades FieldQuo measures — roofing, painting by area, siding, insulation, paving, and the recipe trades such as cabinet refinishing — the lines are derived from the quote: squares into bundles, area and base depth into cubic yards. For anything else, you add lines by hand.
The list is internal. Nothing on it reaches the client; it is the yard's list, not the quote.
Overview
The panel heading reads Materials to buy, followed by 3 of 10 bought once there are lines. Each line shows a tick box, the name, the quantity and unit, and on the right either the estimated cost, what it actually cost once bought, no price set, or — for someone who may not see costs. A bought line is struck through with its supplier under it and, when recorded, how many were actually used.
While anything is still to buy, the to-do list carries one task — Buy materials — 204 Avro Cir · 3 of 10 bought — that updates with every tick and closes itself when everything is bought.
How to build the list from the quote
- Open the job and find Materials to buy.
- Press Rebuild from the quote. FieldQuo reads the quote's takeoff or intake answers with your rates as they stand today and writes one line per material.
- Press it again after the quote is revised. Lines already ticked as bought and lines you added by hand are kept; only unbought derived lines are replaced.
A job with no quote behind it answers This job has no quote to derive materials from. Add lines by hand instead.
How to tick a line off
- Tap the box beside the line. It opens What it cost (*total on the receipt*), How many did you actually use? (pre-filled from the estimate) and Supplier.
- Fill in what you have — none of it is required — or press Scan the receipt to photograph the till receipt and have the total read off it for you to confirm.
- Press Bought. The line is struck through and the count goes up.
A price entered on the tick is not decoration: it is written into your company's own material price history, which is how the unit costs the price books ship unset get filled in with what you actually paid. Unticking a line clears its receipt and supplier from the line, but that price-history entry stays — the purchase did happen.
What each control changes
| Control | What it does |
|---|---|
| Add a line | Adds a hand-entered line (*What else does this job need?*) with a quantity and unit. Hand-added lines survive a rebuild and their quantity stays editable. |
| Rebuild from the quote | Replaces unbought derived lines with a fresh derivation. Never removes a bought or hand-added line. |
| Bought | Stamps who bought it and when; records cost, supplier and quantity used; writes the price to your history. |
| Remove | Deletes the line from this job. Its price-history entry, if any, stays. |
Who can see it
Anyone who can open the job can read the list — a crew member at the trade counter needs it, and a Crew login sees the jobs it is booked on. Ticking, adding, rebuilding and removing need Jobs: View, create, and edit (Dispatcher, Manager, administrators, the owner); without it the boxes are shown but not pressable. The cost boxes and Scan the receipt appear only with the Job costing switch; the quantity and supplier are offered to everyone who may tick.
Frequently asked questions
Why does a line say no price set?
The price book has no unit cost for it yet. Enter what you paid when you tick it and that becomes the price FieldQuo knows.
Why can I not change the quantity on a derived line?
That quantity is the estimate, and the close-out compares what you used against it. Record the real number in How many did you actually use? instead.
Does ticking a line create an expense?
No. It records the cost on the line and in your price history, and that is all. The job's cost panel adds up expenses, approved hours, subcontractors and overhead — not the prices on this list — so a receipt that should count against the job is added as an expense, which the close-out offers to do for you.
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