Overview
Managing materials in construction can be complex, but the Bill of Materials feature makes it easy to plan, track, and order everything needed for a project. This tool keeps everything organized in one place.

With the BOM feature, you can:
  • Create a materials list for each project
  • Avoid shortages or over-ordering by tracking needs accurately
  • Import bulk materials using a CSV file
  • Quickly request quotes or place orders with suppliers
  • Keep a record of materials used for future projects

How to Create a Bill of Materials

Step 1: Locate Your Project

  1. Go to the Projects section.

  2. Find the project for which you want to create the Bill of Materials.

  3. Open the project.

    •  Every BOM is associated with a specific project.


Step 2: Create a New Bill of Materials

  1. Navigate to the Bill Of Materials section.

  2. Click Create New.

  3. Give your Bill of Materials a name.



Step 3: Add Items to the BOM

    Option 1: Manual Entry

  • When adding items manually:

    • Only Name and Description fields are required.

    • Providing more details improves accuracy.

    Option 2: Import from CSV

  • Use a CSV file with at least two required fields.
  • A sample template can be downloaded from the import screen.
  • After uploading a CSV file, you will be prompted to match the imported columns to the system fields.
  • Matching fields:
  • Once fields are matched, additional fields (optional) can be mapped.
  • You may also map items to existing cost codes or skip this step
  • Successfully imported items will be displayed:




Step 4: Manage Your Bill of Materials

    Creating Orders or Quotes

  • Select items using the checkboxes on the left.

  • Click Create to generate an order or request a quote.



    Editing Items

  • Use the + button next to an item to edit, add, or delete it.



Archiving a Bill of Materials

  • If all items are deleted, you can start over.
  • However, if an order has been placed for any items, they cannot be deleted.
  • A Bill of Materials can be archived to prevent further edits.
    • Use the 3-dot menu on the project page
    • Or use the 3-dot menu on the active BOM list.





Additional Actions

  • Duplicate a Bill of Materials.

  • Download as a CSV file.

  • Rename.

Need help?

There are three ways to reach our Customer Support team: