What are material lists?

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Material lists in enrutar allow you to track the materials needed for a work order or a specific appointment. They are useful for ensuring that operators have everything they need before going to a job site.

Creating material lists

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Material lists can be created from the work order page. Each item in the list has:

• Name: description of the material.
• Quantity: how much is needed.
• Status: whether it has been collected/prepared or not.

Using material lists

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Material lists appear on the My Workday screen, where operators can see all the materials they need for the day's appointments. They can mark items as completed — for example, when loading them into the van at the start of the workday.

Material identifiers

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Materials use the Identifier System with the format mat-000000. These identifiers cannot be modified.

Material permissions

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According to the Permission System:

• Users with restricted access can only view materials for work orders they are assigned to, and can mark items as complete/incomplete (including on archived work orders).
• Users with management or full access can create, edit and delete materials on any work order.

Related entities

• Work Orders
• Appointments