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What you’ll do

Add every product you haul or sell — aggregate, sand, asphalt mixes, fill — grouped under the Material Types your business already uses.

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Before you start

  • A materials export from your accounting system: name, SKU, default UoM, and accounting code.
  • A list of the Material Types you group products under (e.g. Aggregate, Asphalt, Fill).
  • Confirm UoM with billing — tons, cubic yards, loads. Materials and equipment must use the same UoM for ticket math to work.

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Walkthrough

1

Add Material Types

Settings → Material Types → Create Material Type. Group materials the way your business already thinks about them (Aggregate, Asphalt, Fill). Every Material belongs to a Material Type.
2

Open Settings → Materials

Click Add Material.
3

Enter material details

Name, Material Type, default UoM, and the accounting code (Ext. ID) used on invoices.
4

Bulk import the rest

For more than 30 materials, ask your implementation lead for the CSV template. Match the columns from your accounting export.

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Verify

Settings → Materials lists every product with its Material Type. UoM matches what your equipment types use.

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Prevailing wage

Materials don’t carry their own prevailing-wage flag. Prevailing Wage rates live on the rate schedule instead, and can be scoped by equipment type, material, site, or the whole project. See Manage Rates.