Exporting a materials take-off list

Getting the list

You can access a live materials take-off list from your project/quote panel, from the Materials tab.

Open

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.

Open

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.