Create and send a material order

Generate the order from the signed proposal, fill in job number and delivery details, edit the materials list, add scope of work and inspection pages, and send it to a supplier.

Beginner 7 minOffice & admin staff, Owner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects/[projectId], /order/[id] · Guide last checked 2026-10-03

0 of 7 ticked · remembered in this browser

Preconditions

A signed proposal
Your email is verified
A signed proposal with a realistic materials list; a dummy supplier email.

Steps

1. Create the orderDo: On the signed proposal card click "Create order".Expect: The order editor opens at /order/<id> with pages Title, Scope of Work, Inspection and Materials. Activity logs "Material order created"; the job moves to Materials ordered.Actual:
2. Materials pageDo: Open Materials. In "Order Information" fill Job Number, Start Date, Delivery Date, Address line 1, City, State/Province and Zipcode. Edit the material sections and quantities.Expect: Materials come from the accepted option; add or remove as needed.Actual:
3. Scope of work and inspectionDo: Fill the Scope of Work text page for the crew. Keep or hide the Inspection page. Add a "Materials Page" via New Page if you need a second list.Expect: Pages behave as in the proposal editor.Actual:
4. SendDo: Click "Review and Share", then "Send Order". Enter the recipient in "Enter customer email" (blank by default; use your supplier's address) and send.Expect: Toast "Order sent successfully!". The PDF is at /api/pdf/order/<id>.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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