Using materials management

Adding materials from a case record

1) In the case record, under "View" click Materials:

2. To create a new material, click "Actions" then choose "Add New Material" 

3) Click "Add Material" to create. OR to have this material automatically default to an item going forward, click the "Add" button, and check any items you want to automatically assign the material to

4) Materials can be entered by the technician in the Production Dashboard or Technician Portal view of the case record:

How to view/edit list of materials

Billing > Materials Management > Materials List

Showing materials on invoice

Settings > Billing > Invoices > Always show materials notes on invoices

Sample Invoice: