> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Material Lists - Mobile App

> Create, edit, and attach material lists to jobs and estimates from your phone, with access set by each user's role.

On the mobile app, Admin and Team Managers will have access to create, edit, view and/or attach material lists to any Job, Project, Purchase Order, Estimate, and/or Invoice record. Service Agents will only have the ability to view, edit, and/or create material lists based on their permission settings that were set up in Company Settings. **To learn more about material lists and setting up permissions, [the material lists guide](/using-fieldpulse/material-lists/material-lists).**

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# Creating a Material List

Material lists can be created from two places. To begin, select the *Sales* tab at the bottom of the screen, then click on *Material Lists*.

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/01.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=57d5fc1c341b6e21688cec975e0f77e4" alt="Is Visible to Customer & Supplier toggle in the custom field pop-up" width="640" height="1360" data-path="static/images/_api/11100949-material-lists-mobile-app/01.png" />

You can also utilize the green *Actions* button to create a new material list.

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/02.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=88fadd4816f84b9f08a6b8c04ad88393" alt="Material Lists selected under the Sales tab in the mobile app" width="640" height="620" data-path="static/images/_api/11100949-material-lists-mobile-app/02.png" />

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# Material List Details

## Links to Associated Records

Any records associated with this material list will be displayed here, and you can click on the blue hyperlinks to view the detailed information for each record (pictured in the 1st red box below).

## Adding Material List Items to a New Record

You have the option to quickly add items from your material list to a **new record**. You can choose from one of the one of the following records for these materials to be added to: *Estimate, Invoice, Purchase Order, Material List, Job* (pictured in the 2nd red box below).

## Adding Material List Items to an Existing Record

You also have the option to quickly add items from your material list to an **existing record**. You can choose from one of the one of the following records for these materials to be added to: *Estimate, Invoice, Purchase Order, Job* (pictured in the 3rd red box below).

You can transfer all items or just a select few from your material list to a new or existing record. To specify which items to include, simply check the boxes to the left of each item name. By default, all items are selected, so be sure to uncheck any specific items, tools, or materials that you do not want to carry over (pictured in the 4th red box below).

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/03.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=1b64ae9ca54cc58c6d0f4fe4b5ea7a8f" alt="Green Actions button to create a new material list on mobile" width="484" height="1414" data-path="static/images/_api/11100949-material-lists-mobile-app/03.png" />

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# Viewing Material Lists Attached to a Job Record

Once on the job record, find the *Material Lists* tab at the top of your screen to view your associated material list.

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/04.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=887fbadf97fd450c1602158fdc49937a" alt="Adding material list items to a record such as estimate, invoice, or job" width="644" height="1330" data-path="static/images/_api/11100949-material-lists-mobile-app/04.png" />

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# Pinning a Material List to a Record

Pin material lists on job or project records for quick access! Simplify navigation and quickly identify what materials you still need to load up for the day.

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/05.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=5a6446a3b7ab26b27568bef3bd4d157d" alt="Material Lists tab on a job record showing the associated material list" width="646" height="1326" data-path="static/images/_api/11100949-material-lists-mobile-app/05.png" />

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# Viewing Material Lists

Below are the different ways you can view the material lists you have created.

## My Material Lists

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/06.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=3aac6293b8ebaed7f6b8653505808f0c" alt="Pinning a material list to a job or project record on mobile" width="646" height="1324" data-path="static/images/_api/11100949-material-lists-mobile-app/06.png" />

## Team Material Lists

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/07.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=92abf68cdc648a1b5d33e3620f7861c1" alt="My Material Lists view in the mobile app" width="650" height="1296" data-path="static/images/_api/11100949-material-lists-mobile-app/07.png" />

## Items by Job

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/08.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=72063f9a64e56874a35aca425c1973a5" alt="Team Material Lists view in the mobile app" width="654" height="1294" data-path="static/images/_api/11100949-material-lists-mobile-app/08.png" />

## All Items

<img src="https://mintcdn.com/fieldpulse/PvW4JI6xwgbs0kD0/static/images/_api/11100949-material-lists-mobile-app/09.png?fit=max&auto=format&n=PvW4JI6xwgbs0kD0&q=85&s=5fab338d38499325f1d6a462366bda13" alt="Items by Job view in the mobile material lists screen" width="652" height="1296" data-path="static/images/_api/11100949-material-lists-mobile-app/09.png" />

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**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*

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