The Materials feature is where you add, review, and validate the physical items needed to complete a line item/task. Materials can include products or supplies such as concrete, road base, rebar, forms, or other job-specific items.
Note: If you used a template to create the line item, materials may already be auto-populated. Use this section to confirm the name, quantity, and cost are correct before moving on.
Understanding the Materials Table
Each material entry shows the following columns:
Qty — the quantity needed for this line item
Unit — the unit of measurement (e.g. Ton(s), Each, Yard(s), Sqft)
Unit Cost W/ Tax — the cost per unit including tax
Total Cost — quantity × unit cost
Breakeven — the minimum price needed to cover costs
Net Profit — your profit margin percentage
Price — the final price charged to the client
Materials table with example entries
How to Add a Material Manually
Open the estimate and click into the line item you want to update
Click the Materials feature inside the line item editor
Click + Add Material at the bottom of the list
A new row appears — enter the material name, quantity, unit, and unit cost
The totals will calculate automatically
Add Material button with new row
How to Add a Material from the Catalog
If you want to select a material that already exists in your catalog:
Click Open Catalog next to the Add Material button
The Material Catalog panel opens on the left side of the screen
Browse or search for the material you need
Click on it to add it directly to the line item
Open Catalog button highlighted
Material Catalog panel open
What Happens Next
Once your materials are confirmed, move on to the Labor Tasks feature to review or adjust labor costs for this line item.