Adding materials to a job
Build a job's costs on the Costs tab — line items, adjustments, and per-job price overrides.
A job's charges live on its Costs tab, and the invoice is built straight from them. Get the Costs tab right and the invoice takes care of itself.
The Costs tab is hidden while a job is in Appraisal status. If you cannot find it, check the job's status first — this is expected, not a fault.
Adding a line
The Costs tab is organised into cards, one per material category. Each card has its own Add Item button.
Click Add Item on the relevant card, search for the material (the picker is pre-filtered to that category), optionally set a Price override, and add it. The line then shows a quantity and a price you can edit inline.
A Price override changes the price on this job only — it never touches your catalog. Use it for the one-off deal or the awkward job, and leave the catalog price as your standard.
Adjustments
Each category card has an Adjustment row — an amount plus a note — for a discount or surcharge on that category. There is also a Job Adjustments section for whole-job changes.
The fastest path: Copy from Quote
If you already built a Quote for this job, use Copy from Quote rather than rebuilding it. It brings the quote's lines across to Costs in one step.
Quote and Costs are separate tabs with separate line items. The only link between them is the one-way Copy from Quote button on the Costs tab. Building a quote does not populate costs, and building costs does not populate the quote.
What else is on the tab
Beyond line items, the Costs tab holds a Payment section (method, amount, notes), Customer Signoff, Tally Notes, and a Cost Summary showing Materials Subtotal, Adjustments, Grand Total, Amount Paid, and Balance Due.
Everything autosaves — there is no save button. Edits need the costs-edit permission.
The Cost Summary's Grand Total does not show GST as a separate line — GST appears on the Quote tab and on the invoice, not here. Do not read the Costs Grand Total as tax-inclusive.
Tutorial: cost up a completed move
The crew is back and you need to turn the day into an invoice.
Open the job. If it is still in Appraisal, the Costs tab is hidden — move it to a status past Appraisal (Booked, Ongoing, Completed) and the tab appears.
If you quoted this job, click Copy from Quote on the Costs tab. Your quoted lines land in Costs and you start from there instead of a blank tab. This is the shortcut most jobs should take.
On the Service card, Add Item, pick your crew-and-truck rate (e.g. 2 Men & Truck), and set the quantity to the hours worked. Priced per hour, it totals itself.
On the Travel card add the distance line; on the Materials card add any boxes or wrap the crew used. Each card's Add Item is filtered to its own category, so you are only ever choosing from the right list.
You agreed a discounted rate for this customer. Set a Price override on the line — this job only. Do not edit the catalog for a single job; the override is exactly for this.
A goodwill discount for the late start goes in the category's Adjustment row, with a note saying why. The note is worth writing — it is the answer when someone later asks about the number.
Check the Cost Summary — Grand Total and Balance Due. Remember GST is not shown here; it is on the invoice. When it looks right, click Create Invoice in the header. The invoice mirrors exactly what you just built.