Step by Step:
How to Edit or Add Job Actuals on the Web App
If your crew forgets to record actuals on the job, enters the wrong number, or misses an item entirely, you can fix it from the web app at any time. This article walks through the two places you can make those adjustments.
When to use this
A crew member entered the wrong quantity
A crew member forgot to log a material or some hours
Your crews aren't tracking in the field yet, so you need to enter actuals manually
You can edit existing entries or add brand-new ones. Both are quick.
Method 1: Edit actuals on a specific visit
Use this when you care that the entry is tied to a specific day or visit.
Open the web app and select the project you want to update.
Go to the Visits tab.
Find the visit where something was wrong (for example, the June 17th visit).
To fix a quantity, click the item (for example, "1A Stone") and change the number to the correct amount (for example, 15).
Adding an item that was forgotten
Open the correct visit.
Open the Catalog Browser.
Search for the item (for example, "Polysand").
Add it to the correct work area (for example, the Patio).
Enter the quantity used (for example, 5 bags).
Click Save.
Once saved, you can mark the visit as Reviewed to confirm everything is now correct.
Method 2: Add actuals under Costing & Analysis
Use this when you don't care which visit the entry belongs to — you just want it counted on the job.
Open the project and go to Costing & Analysis.
Scroll to the bottom. You'll see all work areas and all materials together.
(Optional) Filter to a specific work area, such as the Patio, to narrow what you're looking at.
Find the material you want to record, then click the plus (+) button to add an entry.
Enter the quantity used (for example, 7 sticks of edging).
The entry is saved as a new web entry dated for today. It is not tied to any specific visit.
You can also edit existing entries here. Click an entry (for example, "#2 Stone") and change the quantity (for example, to 25). To add something new, use the Catalog Browser the same way, pick the work area, and record the amount.
A note for crews not yet tracking in the field
Tracking actuals in the field is highly encouraged. But if you're just getting started or still working on it, Costing & Analysis is a good place to enter actuals manually. You can add blocks of hours and materials here until your crews are logging everything in the field.
Summary
Whether the crew didn't track in the field, made a mistake, or forgot something, you have easy access to update job actuals on the web at any time — either on a specific visit (Visits tab) or generically on the job (Costing & Analysis).
And that's how you can add items to a job from the Web App.
Let us know if you have any questions! Just drop a line in the blue chat box.