Table Type: Materials Table (Columns, Filters, and Line Item Input)
📄 Table Type: Materials – Track, Quantify, and Document Material Usage
The Materials Table in Ontraccr lets you track project material usage with precision. It pulls directly from your materials database and offers real-time entry from the field. Whether you’re billing clients, managing inventory, or reporting on delivery usage, this table makes it easy to log every material used on a job.
🧱 What Is the Materials Table?
A Materials Table is a specialized version of the table field, connected to your Ontraccr Materials database. It allows form users to:
- Select from existing materials
- Add non-inventory materials (optional)
- Record usage, units, costs, and more
- Automatically calculate totals and line item values
🛠 How to Add a Materials Table to a Form
- Go to Step 2: Fields
- Add a new field and select Table as the Field Type
- In the Data Type dropdown, choose Materials
- Configure your columns, permissions, and options (see below)
📊 Available Columns for Materials
When you click Columns, you'll see all fields available in the materials database:
| Column | Description |
|---|---|
| Name | Material name |
| Description | Optional detail or spec |
| Part Number | Manufacturer part # |
| Units | Unit of measure (e.g., ft, lbs) |
| Quantity / Quantity Allocated / Current Quantity | Track inventory levels and usage |
| Material Price / Labor Price | Per-unit costs |
| Material Cost / Labor Cost / Totals | Auto-calculated line costs |
| Supplier / Location | Source and destination tracking |
| Date Added / Updated | Audit info |
| Notes | Add context or comments |
➕ Line Item Entry Methods
1. Add Material
- Pulls from your internal Materials database
- Opens a slider to browse folders and select multiple materials
2. Add New
- Adds a custom material row (e.g., unplanned, one-off item)
- All columns are blank—user types everything manually
- Optional: Hide Add New Button to force selection from DB only
🧠 Use Case Examples
| Use Case | Setup |
|---|---|
| Daily materials tracking | Show: Name, Quantity, Units, Material Cost |
| Billing back to client | Include: Price, Total, Date, Supplier |
| Inventory management | Add: Location, Allocated Quantity |
| Reporting only | Use: Prevent Edits + Preloaded entries from past forms |
⚙️ Key Config Options
- Preset Table Selections: Pre-fill the table with commonly used materials
- Hide Add New Button: Lock form users to using only your material database
- Prevent Data Edits: Make preloaded rows read-only
- Required Columns: Ensure users complete all necessary fields
🔐 Privacy & PDF Settings
You can:
- Click the gear icon ⚙️ next to each column to toggle:
- Hide in PDF (e.g., hide unit cost from clients)
- Lock column editing
📌 Tips & Best Practices
- 📁 Organize your materials into folders in the Materials Library to streamline form selection
- 🧾 Use Append to Form PDF (with Attachment fields) for supporting material photos or receipts
- 🧮 Add Calculation columns to apply markups, discounts, or tax on totals