Material Delivery Records

How to use the Easy Desk interface to capture Material Delivery Records quickly from the field.

1. What it is

Track materials arriving on site to prevent billing disputes.

2. When to use it

Use this module whenever you need to officially document a delivery truck arrives and you need to verify the manifest without navigating through complex project menus.

3. How to access it

From the main Easy Desk dashboard (on mobile or desktop), locate and tap the Material Delivery Records module icon.

4. How to create a record

1. Select the Project this record belongs to (Required).
2. Fill out the required information:
   • Material Type
   • Quantity Received
   • Supplier Name
3. Add any optional notes or context.

5. Attachments & Photos

6. Saving, Editing, and Deleting

Click Save Record to commit the document to the database. The system will confirm the record has been captured successfully.

7. Relationship to Pro Mode

Once saved in Easy Desk, the Material Delivery Records record is automatically routed to the corresponding Project folder in Pro Mode. Office staff can instantly view, cross-reference, and export this record alongside all other project documentation.