ability to add materials list, and then choose what we need to build an order or estimate.
This is a little different then the save materials list option. We'd like to be able to enter all of the supplies options with their price and cost, and then when we go to make a work order or materials list, we can select all we need and then enter the qty. It would be nice to be able to have the cost and price already in there, but editable when doing the actual work order. The saved materials list is nice but in reality we almost never have an identical materials list, we have similar but there are to many options for out customers to have identical ones.
Have you seen our Products & Services, or tried creating an Estimate, Invoice, Work Order, or Material Order?
When creating one of those items, you have the option to choose “Add Product” to save that product to your Products & Services list, which can be accessed in your Settings.
You can save the Item Name, Description, Cost, Price, and (optional) Tax, then when you start typing in the name when creating an estimate it will show up as a selectable suggestion and autofill those fields. You can edit each product’s fields on the fly without changing the saved product.
That should do it for ya!