MATERIAL FORECAST REPORT

The material forecast report allows a user to see what list of materials will be needed within the entered date range.

This report pulls from the materials that have been entered within the Sales & Estimates of FieldCentral. For example, when a sales rep creates a new bid for an installation job, he/she will enter the list of materials he/she will need to fully complete the installation. Once the estimate has been completed, signed, and approved, the list of materials that he/she had added to the estimate will be incorporated into this report as long as the Visit needing the materials are scheduled within the entered date range.