Material & Work Orders
Heavy Plan Required
Material & Work Orders are available on Heavy plans and above.
Material orders and work orders allow you to quickly transfer the content from a signed report to production.
Using Material & Work Orders
Orders can only be created after a quote is signed. The items selected during signing will be added into the created order.
To create a material order or work order:
- On your home “Projects” page, click on any project that has a signed quote.
- Click the Create Order button on the signed quote.
- To switch between order types, or select another order layout, click Choose a different layout at the top of the page to select the layout you'd like to use for your order.
- Edit the pages like you would edit a quote to create your order.
- Click Review & Share to send your order or export it as a PDF.
Setting Up Material Order Layouts
Material orders take the signed items from a quote and transfers them into a simpler order form for suppliers.
Level 2 Setup Recomended
Line item based pricing makes material orders quick and easy to build. We recommend getting set up to Level 2 before getting started.
To create a material order layout:
- Click on the Configuration tab.
- Go to Account Settings.
- Click on Layouts.
- Copy an existing layout and name it 'Material Order'.
- Drag pages that you don't want to the "Excluded Pages" section at the bottom left.
- Click 'add a section' to add a material order section. (This will auto-populate once a quote is signed.)
- Click 'Add Notes' to add a notes section for your material orders.
- Once you have completed your layout make sure to hit "Publish" to save your work.
Setting Up Work Order Layouts
Work orders take the signed items from a quote and transfers them into a project plan for staff or sub-trades.
To create a work order layout:
- Click on the Configuration tab.
- Go to Account Settings.
- Click on Layouts.
- Click on Orders.
- You can click 'Create Layout' to build an order from scratch OR click the pencil icon next to an existing order to edit.
- Now you can edit the layout and its individual pages to create your standard work order.
- You can also use templates and create a boilerplate "Scope of Work" page for time savings down the road.
- Once you have completed your layout make sure to hit "Publish" to save your work.
Updated 9 months ago