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Material Usage on Jobs Report
Material Usage on Jobs Report

Report on material needed for upcoming jobs, as well as what material has been used on jobs to stay on top of costs and restocking

Bricelyn Jones avatar
Written by Bricelyn Jones
Updated over a week ago

Material usage reporting in Housecall Pro allows you to report on material line items and inputs across jobs and employees, giving you better insights into material needed for upcoming jobs, and material used on completed jobs. Equipped with this information, you can more accurately track material costs, and stay on top of purchasing and replenishing material.

Accessing Material Usage Reporting

Navigate to the reports tab. From the jobs reporting section click on the Material on jobs report under the Material usage card.

This report will show any material line items or job inputs that have been added to jobs in the time frame selected. Material added from your Price book will display by the name saved in the Price book, and material added outside the Price book will be grouped into a Non-price book items row.

Note that some material line items from previous jobs that were added before August 2022 may be categorized as non-price book items. Moving forward, any material line item added from the price book should be categorized correctly.

By default, the report will show data for completed jobs within the last 30 days. See below for how to change the report parameters.

Changing report output/filtering your data

Change the date range

You can click on two date settings buttons on the top of the chart to change the data being shown. This functionality is the same on every report.

  • Date range = show me material added to jobs that fall during a date range that I specify

  • Action date = show me material added to jobs that were either created, scheduled, or completed during the date range that I set

Apply filters

You can apply filters by clicking on the manage filters button. There are available filters for the jobs material was added to, as well as a filter for Material item name which will allow you to filter by any material in your Price book.

You can access additional filters for Source, Purchase status, and Vendor fields to track where material is coming from along with purchase details. These fields must be enabled from the Job Details settings page and updated on material line items or inputs. Learn more here.

Adjust the metrics

You can also customize the metrics (total quantity of material used, or total job count) in the data table by using the “edit columns” button. Once in the edit columns menu, you can select or unselect metrics to see in the table.

View more details

Clicking the Total row in the report will open a page where all material in the report can be viewed by the jobs they were added to as well as the employees who worked on those jobs.

You can also click each individual row to view more details about specific material items or Non pricebook items.

Both the summary and drilldown reports can be exported to a csv. You are also able to save custom versions of this report with different date selections and filters. Saving a report will save it under Custom reports which you can access from the lefthand navigation menu.

Understanding Material Metrics

  • Total quantity: The total number of a material line item that was used on jobs

  • Job count: The total number of jobs the material line item was used on

Not seeing any data? Be sure to start building out materials in your pricebook so your employees can add these materials to jobs as line items. Material line items will need to be added to jobs in order for them to show up on this report.

Seeing material under non-pricebook items when it was added from the pricebook? Some material line items from previous jobs that were added before August 2022 may be categorized as non-pricebook items. Moving forward, any material line item added from the pricebook should be categorized correctly.

Don't want customers to see material line items on invoices? Adjust your invoice settings to hide material line item details on invoices or start using job inputs.

Want to report on where material is coming from as well as purchase details? Check out our inventory and purchase management fields.

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