Log Materials and Tools

4 min read

Available now on Beta, This feature is in beta testing and will roll out to everyone soon.

What is this?

The materials and tools step logs what was used or delivered on site. Each item is a row with its unit, vendor and rate. You enter quantities by phase code, and Clue works out the amount. You can add a comment to each line. This step is optional.

Step 4 of 5, Materials and tools on site?

Who's this for?

Foreman, log materials used and tools on site.
Project manager, see material cost by phase code.

How to use it

Step 1: Open the step

Go to Step 4 of 5 · Materials & Tools. Each row is a tool or a material.

Step 2: Enter quantities

Type the quantity under each phase code. Clue shows the Amount and the Total quantity.

A material row with vendor, rate, quantity, amount and total

Step 3: Add a tool

Click + Add a Tool and pick the tool from the list.

The Add a Tool picker with a list of tools

Step 4: Add materials

Click + Add Materials. Search parts and materials, then pick the item.

The Add Materials picker with parts and materials

Step 5: Add a comment to a line

Click the comment icon next to the item name. Type the comment. You can use bold, italic, lists and emoji. Click Apply to save it, or Clear to empty it.

The Comment window with Clear, Apply and text tools

Step 6: Read a comment

A blue icon means the line has a comment. Put the pointer on the icon to read the comment, with who wrote it and when.

The comment on the material AGG-57 shows when the pointer is on the comment icon

Step 7: Correct a line after submit

If your role has Edit materials, tools and equipment after submit, you can change this step on a submitted or approved daily. A note at the top says what you can change.

An approved daily with a note that materials, tools and equipment can change

The full details

Item: The tool or material name, marked Tool or Material.
Unit: The unit of measure, such as EA. Click it to change the unit.
Vendor: Who supplied the item. Click + Vendor to set it.
Rate: The price for one unit.
Amount: Quantity times rate.
T&M: Marks the item as extra work.
+ Add Phase Code: Adds another phase code column.
Comments: Each material and tool line can have one comment. It shows who wrote it and when. When a comment is added, changed or removed, Show History records it with the old and new text.
When you can comment: In every status, also after approval. On an exported daily, your role needs Overwrite exported.
Daily report: The comment shows under the line on the daily report.
After submit: With the role permission, you can add, change and remove materials and tools. The daily keeps its status. Each change shows in Show History. See Approving Dailies.

Tips

Skip this step on days with no materials or tools. Click Save Materials to move on.
Set the vendor so the office can match the cost to the right bill.
Put the ticket or invoice number in a comment. The office can then find the source of a quantity fast.