If you haven't set up your material master list yet, learn how to set up your material master list, apply it to jobs and devices, and view either the summary or detailed reports for the Department of Agriculture. Read the full guide here »
This Power Up is available in Pro and Growth.
Once you're ready with your list, you can use the Material Preset power-up to simplify material selection by predefining values such as quantities, application methods, target pests, and equipment for each material or chemical you use.
For example:
If you're working with Pyrethrin-based Aerosol Insecticide, you can preset the applicable options:
Application Methods:
Aerosol Spray
ULV Fogging
Space Spray
Target Pests:
Mosquitoes
Flies
Moths
Instead of choosing from a list of 40+ application methods and 30+ target pests, you'll now see just the 3 that apply—making selection faster and more accurate.
You’ll still have the flexibility to expand the list and select from your complete list of
methods or pests if needed.
1. Start by enabling the Material Usage add-on in the Add-ons section. Then, open the Material Usage page to begin customizing your material master list.
Once you've finished customizing your material master list, you can begin creating your material presets.
3. On the Material Usage page, locate the Material Preset power-up and click the toggle next to it to enable it.
4. Click on the Manage button to access the Material Preset settings and start configuring your predefined selections.
5. Click on the Manage button to open the Manage Material Preset screen.
6. On the next screen, your master material list will be displayed. In the Materials field, select the material you want to set predefined options for.
7. Next, go through each column below and check the boxes next to the options you want to set as predefined for the selected material.
8. To set predefined values for Units or Area, click the ‘+’ button next to the column name, enter the values, and then click the check mark to save them. You can as much value to needed.
If you want remove a value, just click the trash icon next to it.
9. Hit 'Save' to add your material preset.
This is how it will appear in the preset materials list. You can view the selections and the values that have been added.
The selections you predefine here will be the options that appear in the dropdown when adding materials to a job or device.
Now try adding a material to your job.
On the right side of the job details panel, select the "Materials" tab.
Click the "+ Add Materials" button.
Select your material from the Materials dropdown.
In this example, I selected Disinfectant Spray because it already has predefined options set.Click on the next fields - for example, Unit Value.
Since a value has already been set up for this field in the preset, you can simply select it from the dropdown instead of entering it manually.
If you want to add a different value, click on the 'Custom' option and enter the desired value.
For other fields with predefined selections, you can view the full list by clicking on the 'Show all options' at the bottom of the dropdown.
Click on the 'Save' button to add your material to the job.
Additional notes:
Columns that are not activated in the master list will not be displayed on the Manage Material Preset board.
You can only create one preset for each materials.