Materials

Remodeling companies handle multiple projects simultaneously, each requiring a variety of materials. Keeping track of these materials—purchasing, inventory, and usage—can be challenging and time-consuming. Without a centralized system, project managers often rely on spreadsheets, manual logs, or separate software, leading to inefficiencies, miscommunication, and potential delays. Integrating a materials management functionality into the CRM can address these issues by providing a unified platform for all project-related activities.

Our Materials functionality allows for the following:

 

• Materials Inventory Tracking - allow customers to input and track material inventory in real-time
• Automated Alerts - System will send an automated email alerts for low stock levels and/or reorder points.
• Supplier - Vendor Accounts with account type of "Supplier", "Supplier/Vendor" and "Vendor" allows for knowing what Material is related to the Vendor Account and in the future will allow for Purchase Orders and tracking.
• Real-Time Updates - System will provide real-time updates on the materials usage and availability.
• Reporting - Offering a couple reports to monitor material costs and usage.

Learn more about Materials here: https://i360lightning.zendesk.com/hc/en-us/articles/31494785080215-Understanding-and-Setting-up-Materials

This is a 'Add On' feature that cost $300 per month. 

Please contact us for additional details,