This article guides users on how to access and review the material summary associated with a roofing proposal. It outlines two quick methods for retrieving a downloadable PDF containing key material details. This summary helps teams stay aligned on material requirements and ensures accurate planning and procurement for the job.
Follow the below-mentioned steps to view material summary.
Step 1: Click “Customers” and locate your customer from the list.
Step 2: Click “Material Summary” on the proposal card.
Step 3: You will be redirected to the PDF file where you can view or download the material summary.
You can follow the alternate way to view the material summary.
Step 1: Click “View Details” on the proposal card.
Step 2: Click “Material Summary”.
Step 3: Here, you can view or download the material summary using the respective buttons.
