Materials in the Mobile App: View and Manage Material Records in the Field

🧱 Materials in the Mobile App: View and Manage Material Records in the Field
 

🧭 Introduction

The Materials page in the Ontraccr mobile app gives mobile users the ability to view and manage the materials that are tracked across projects. While many materials-related workflows are driven from the web app, the mobile version enables teams to stay informed and contribute field-level updates if permissions allow.

This guide outlines the key actions available from the Materials section on mobile.

📍 Where to Access Materials

1. Tap “More” in the bottom nav bar
2. Tap “Materials”

🛑 Note: Only users with proper role permissions will see this tab.

🔍 What You Can Do

The mobile materials page is designed to support read access, with limited edit capabilities depending on your role. From here, you can:

• View a list of all materials set up in the company account
• Tap into a material to review:
  • Name
  • Unit of measure
  • Cost per unit
  • Division or category
  • Material code (if applicable)

🔐 Permissions Overview

➕ Adding a New Material

To create a new material:

1. Tap the plus icon in the top-right.
2. Fill in the required and optional fields.

Required Fields:

• Name
• Part Number (can be “N/A” if unknown)
• Division
• Description

Optional Fields:

• Supplier
• Material Cost, Markup, and Billing Price
• Labor Cost, Markup, and Labor Billing Price
• Unit of Measure
  • Choose from existing options or create a custom unit.
• Cost Code
  • Select from the global cost code list.

📊 Inventory Tracking (Optional)

You can configure inventory tracking for any material:

• Total Quantity
• Allocated Quantity
• Available Quantity (calculated automatically)
• Threshold
  • Triggers a low-stock alert when quantity drops below this value.
• Location Breakdown
  • Assign quantities to named storage locations.

✅ Save and Sync

Once all information is entered:

• Tap Save in the top-right.
• The material is added to your company's shared materials database and available for immediate use.

✅ Use Cases

• Foremen or project leads can reference material costs in real-time
• Workers can verify material names or codes when filling out forms
• Admins or project managers can use the info to validate field entries

✅ Outcome

The Materials feature on mobile allows teams to:

• View and verify company-wide material info
• Reference unit costs for documentation or invoicing
• Reduce errors in form entries tied to materials