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
- Tap “More” in the bottom nav bar
- 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
| Role Permission | Access Level |
|---|---|
| View Materials | Read-only access to material records |
| Manage Materials | Allow editing or adding materials |
➕ Adding a New Material
To create a new material:
- Tap the plus icon in the top-right.
- 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