Materials for Billing

Open the Materials tab to manage materials, stock levels, and billing prices.

Find a material

Tap the search icon to quickly find a material in your list.

Add a material manually

1. Tap the + button.
2. Enter the material details: name, supplier, SKU code, current stock, price, and pricing unit (per item, per metre, or another suitable unit).
3. Save the material.

Materials also have an optional Cost Per Unit ($) field alongside Price Per Unit ($) — cost is what the business pays, price is what the customer is charged. Cost feeds into the profit summary on Tasks.

Import materials by scanning a document

1. Open the three-dot menu.
2. Choose the option to import materials by scanning a document.
3. Upload or scan a document such as an invoice, supplier price list, or material list received by email.
4. AI intelligently detects the materials and costs, then opens an editable list of the items it found.
5. Review and edit the list before quickly adding multiple materials at once.

Print and use QR stickers

1. Open the three-dot menu and choose the option to print QR stickers — generate a complete sticker sheet for all materials at once instead of creating each one individually.
2. Print the stickers and attach them to shelves, jars, or other storage locations.
3. During stocktaking, scan a QR code to open that material directly in the app.

Add a material to a job

On a job card, tap Add Item → Material from List, choose the material, and enter the quantity used. OfficeTidy calculates the price from the quantity and unit price and adds it to the job invoice or quote automatically.