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Customizing a material list
Customizing a material list

Add, remove or edit any line item based on your project scope

Jared Sklar avatar
Written by Jared Sklar
Updated over a week ago

You have the flexibility to edit, add, replace, or remove any line item(s) from your material list, based on your project scope. To keep things simple, you can edit the names, colors, quantities, and unit cost of each line item directly on the material list page.

While this feature is in Beta, we’d appreciate your feedback! Please fill out this feedback form to let us know what additional information or features in the Material List would be the most beneficial to you.

Click the expand arrows to reveal or collapse information below.

Helpful tips before getting started

Line items typically include specific coverage and waste calculations. If you change the product of a line item, you need to ensure the coverage specified matches the selected product. It will not recalculate automatically based on product name changes.

To review or edit the coverage and waste factor calculations, click the calculator icon:

  • You can see the context for how the material line item was calculated at the top of the pop-up. To make changes:

    • Click into the Waste field to manually enter a new waste factor

    • Click into the Coverage field to manually enter a new value

    • Click Update - the line item measurement will adjust immediately

  • You can also edit the waste factor and coverage for a specific job, by clicking the button to recalculate the material list. If you choose this option, you will reach a screen that includes a waste factor slider.

    • It's important to keep in mind that the waste value set at the line item level will take precedence over the waste factor selected at the template level.

  • If you want to make default waste factor or coverage adjustments for future use, you can either use the Save as Template feature or, if you're an admin for your HOVER account, make those same edits from your Manage Workflows screen.

To add or remove line items:

When adding new materials, you will need to specify the quantity required - calculations will not be automated.

Click + Material in the top right corner of the material list and provide the material information in the pop-up screen:

  • Select the trade

  • Select the unit of measurement (UoM)

  • Enter the quantity

  • Select the variant

  • Click Add Material

To remove a material, unchecking a line item will remove it from the downloaded PDF and the order - it's that simple!

To edit line items:

To modify the product name, you have the option to manually type the desired product name or select one from the product search feature. You can also use the drop-down menus to make changes to the variation, unit of measurement, quantity or enter a unit cost.

To replace line items:

You can swap out line items without needing to change your template. You can either switch a material profile or search for a different brand.

NOTE: This functionality is available with a limited number of templates (e.g. Hardie Plank, Diamond Kote lap siding, etc.)

Switching material profiles:

If a template has multiple material variations associated with it, we will default to one option and then allow you to quickly change that out for another profile.

Our “suggested items” prompt makes this easy.

For example, our Hardie Plank template defaults to the 8.25 inch plank option. By clicking on the suggested items drop down, you can select an alternative profile and the quantities will update automatically.

Searching for a different brand:

Depending on whether your account has been integrated with a supplier (ABC Supply, Beacon, or SRS), you may be able to search for specific products and SKUs offered by suppliers.

  • When an org connects to a specific supplier, the product search functionality is automatically filtered to display products exclusively from the connected supplier(s) and their available branches

  • For example, you may want to swap out a generic roofing material for GAF-brand. If you forget the exact item name, you can use keywords or the Supplier item SKU / number and the system will search for items available based on your account settings:

If you're happy with the edits you've made, download and share it with others or save it as a template for future use - no need to make those same edits next time!

Still have questions? Reach out to our support team.

  • Call us (+1.844.754.6837). We're real people and ready to help!

  • Email us ([email protected]). We'll usually reply in about 30 min.

  • Chat with us. We generally answer in less than 3 mins. Click on the blue chat icon at the bottom right of your screen.

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