Overview
Tracking materials in MotionOps is essential for maintaining accurate job costs, ensuring proper billing, and keeping a clear record of all expenses.
By attaching materials directly to Work Orders, you can easily monitor what was purchased, how much it cost, and how much is being charged to the customer.
This helps prevent discrepancies, ensures transparency, and simplifies the approval process for purchases made by your team.
How to attach materials:
To get started, make sure you have a Work Order to attach the Materials to:
On the top toolbar, select "Materials"
This will bring up the Materials page, where you can click on any item to see more details, including how much was paid, how much is being charged to the customer, the purchase method, the associated customer and job, and even a copy of the receipt.
You can approve or reject the receipt if you need to authorize the purchase made by your team members, especially if something was purchased on a company card that wasn’t approved.
To add a new receipt, press the white "+ New Material" button on the top right.
Fill out the necessary information about the material: account, work order, date, purchase method, cost, markup or margin (if applicable), a brief description of the purchase, and attach the receipt.
You can also choose to record a return, rental, or tool purchase by selecting the appropriate option at the top.
Once all the information is complete, press the green "Save" button at the bottom right to finalize the entry.