Exporting a materials take-off list
- Mike OB (Unlicensed)
Owned by Mike OB (Unlicensed)
Getting the list
You can access a live materials take-off list from your project/quote panel, from the Materials tab.
By default materials are sorted by vendor and by name, then by item type.
Marking items as bought/received
You can mark items as received by clicking or tapping the rec’d box beside the material you’ve just received or purchased.
Searching
You can search your list for a specific item, or vendor, or other keyword relating to the item(s) you are looking for.
Exporting
You can export the visible list of materials to an excel spreadsheet instantly. Click the Export button on the top beside the search bar. It might say Export visible if you have a search term. This means that only the results of your search will be exported.