Setting up your install supplies and material kits is a crucial step in ensuring your job costing remains accurate. By automating these additions, you ensure that every quote includes the necessary parts, pieces, or bundled kits required for a successful installation.
This guide covers the two primary methodologies for managing supplies: adding individual parts and pieces or using bundled install kits.
Understanding the Methodology
Before adding items, decide how your business tracks materials:
Parts and Pieces: Ideal if you want to list every individual component (e.g., pads, whips, disconnects) on every ticket.
Install Kits (Bundles): A simpler way to bundle all installation pricing together to ensure these costs are captured in your COGS (Cost of Goods Sold) and pricing calculations.
How to Add Install Supplies
You can manage all materials and kits from your main settings menu.
Navigate to Settings > Quoting > Supplies.
Click Add Item and select Add Manually.
Enter Item Details: Give the item a name (e.g., "Disconnect" or "Full Install Kit") and enter your cost.
Set Automation Rules: Use the "Include in Package Type" feature to determine when this item should be automatically added to a quote. You can choose:
Specific Systems: Only include the item for AC & Furnace Splits, Heat Pumps, or Packaged Gas Units.
Specific Equipment: Only include the item when a specific Air Handler or Condenser is quoted.
All Package Types: Select this to ensure a general "Install Kit" is added to every single quote built in the system.
Managing Supplies on Active Quotes
While the system is built for automation, you still have full control during the live sales process:
Automatic Addition: Once a package is selected for a customer, your predefined supplies will be bundled into the price automatically.
Manual Adjustments: After a quote is built, a technician can delete unnecessary supplies or manually add different ones to fit the specific needs of that job.