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.
If your project has unique install or waste preferences (ex: updating ice and water calculations or applying gutter apron on eaves instead of drip edge), edit the project scope before making any line item modifications.
Click the arrows below to reveal or collapse additional information.
Updating waste coverage
To review or edit the coverage and waste factor calculations, click the calculator icon:
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 Edit Scope button. 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.
You can always update your default siding waste in Manage Workflows. Additionally, you can override the default waste with a template-level or item-level waste factor by saving the adjustments as a template or line item default using the "Save as template" feature.
Edit products and brands
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 or variation changes.
Swap out line items without needing to change your template: either switch the material profile or search for a different brand or product.
Switching material profiles:
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.
NOTE: The suggested items functionality is available with a limited number of templates (e.g. Hardie Plank, Diamond Kote lap siding, etc.)
Searching for a different brand or product:
Searching for a different brand or product:
Depending on whether your account has been integrated with a supplier (ABC, Beacon, or SRS), you may be able to search for specific products and SKUs offered by suppliers.
When you connect your Hover account 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 a 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.
Update product colors or variations
After updating the product name, use the drop-down menus to make changes to the color or associated variation. Then, hover over the calculator icon to review how the material quantity was estimated and update the waste and coverage.
Add notes to line items
Use the in-line Note field to include any install instructions, substitution requests, or other details on a per-line-item basis.
Not only can you edit or remove a line item note at anytime, but when you're ready to send the Material List to a customer or supplier, you also have the ability to include or hide the line item notes on the PDF and CSV outputs.
Add unit of cost
Material costs are not added by default. However, you can manually add in the costs for each line item and save those figures as a part of your template for future use.
Add line items
Click + Add material in the top right corner of the material list and provide the material information in the pop-up screen.
Remove line items
To remove a material, unchecking a line item will remove it from the downloaded PDF and the order - it's that simple!
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.
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