Overview

Managing materials just got easier! Our BOM feature helps you stay organized and in control of your construction project needs—all in one place.


With BOM, you can:

  • Create a materials list for each project

  • Track what’s needed to avoid shortages or over-ordering

  • Import bulk items via CSV

  • Request quotes or place orders fast

  • Keep a history of used materials for future jobs

TABLE OF CONTENTS

How to Create a Bill of Materials

Step 1: Navigate to Bill of Materials


Step 2: Create a New Bill of Materials




Step 3: Add Items to the BOM

  • Import via CSV, PDF, or add items manually.



Step 4: Manage Your Bill of Materials

Create Orders, Quote Requests, or Requisitions:

  • Select items using the checkboxes on the left.
  • Click Create to Get Quotes, Create a PO or a Requisition.




Edit 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 available

  • Duplicate a Bill of Materials
  • Download as a CSV file
  • Rename

Need help?

Reach out to our Customer Support team: