Material Orders

What Are Material Orders Used For?

Create Material Orders to keep track of the supplies you need for your projects.

Once you have created a Material Order, you can email it to your Supplier(s) directly from within JobNimbus:

  • Navigate to the Material Order that is ready to send
  • Click on the 3 dots in the top right corner of the description panel
  • Select "Email Material Order" from the drop-down menu

Subcontractor - Email Material Order


This can also be done from the 3-dot menu in the "Material Orders" panel under the Financials tab of a Contact or Job.


Subcontractor - Email Material Order Financials


After you click on Email Material Order, a window will pop up for you to choose your recipients. Check the box next to the Supplier(s) you want to receive the email.


Subcontractor - Email Material Order Window

 

Tip: 

Create a specific Email Template to use each time you email a Material Order to a Supplier to provide additional context for the order.