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How do I get a material list from an estimate?

On desktop, with the estimate open, click the 3-dot button in the top right corner and select "Materials Breakdown PDF."

To get a materials list from an estimate:

  1. Open the "Estimates" section from the left sidebar.
  2. Choose an estimate to edit.

 

To view a material list based on an estimate:

  1. Click the 3-dot button in the top right corner of the estimate.
  2. Select "Materials breakdown pdf" from the list on desktop.

 

Next, you will be shown the material sheet, and you can print or save by clicking the blue "Print / Save as PDF" in the top right corner.

 

 

From there, you can specify if you want to print, or if you want to save the document as a PDF.

 

 

Questions? Let's Chat.
support@projul.com
(844) 776-5853