Keep material information on the Project so the person pricing the work can identify what was used.
1. Record the item
Open the Project’s Notes and add the description, quantity and unit. Be specific, for example “Two 15 mm isolation valves fitted in the utility room”. Set visibility to Team when colleagues need the information.
2. Keep the evidence
Use More, Photos for site images and the Project’s Files for receipts or supplier invoices. Check the saved destination and result.
3. Add the cost on the web
Open the same Project in a browser and use Material costs, Add cost. Review the quantity, unit and cost. Follow material costs.
A note or photo does not automatically create a priced cost or Customer Invoice charge.
Existing capture reviews
If a capture notification offers a material record, check its description, quantity and unit before Save selected records. See capture review.
If a save fails, keep the current screen open and check the record before repeating it.