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Deal materials list 🧱 and purchase tracking 🛒

New·
Martha HearnMartha Hearn

🤩 Here's something we've been working on for a while… 🥳

You'll notice when you're on a Deal page that you have a new tab called Materials - What's all this then? 🧐

The Materials tab is a place for you to keep track of

  • 🧱 Which materials you need to deliver the deal
  • 🛒 Whether you've purchased everything or not
  • 🛠 Where from and for how much you've purchased your materials
  • 💸 A summary of deal costs and margins

Screenshot 2022-08-17 at 10.10.29.png

This is a huge feature, so we're keen to hear your feedback!

Linking your items to materials enables you to import a list of materials needed for a job directly from the quote.

Screenshot 2022-08-17 at 10.16.26.png

As always, we'd love your feedback on this. Our team are here to help if there's anything you don't understand 😄☎️