A plumbing material list template that starts from a blank page produces a list from memory, and memory is why there is a second trip to the merchant. The list that works is built by task: each flat-rate task in the price book carries the parts it uses, so the job's material list is the sum of the tasks on the estimate, and the merchant docket is checked against it when the technician gets back. The estimating tool on this site prices the tasks; the flat rate pricing tool is where the parts behind each task are set.
Parts belong to tasks
A water heater swap carries its flex connectors, its valve, its fittings and its strapping every time. Setting those once against the task in the price book means every estimate that includes the task includes them, priced. The flat rate pricing tool on this site builds the task price from the labor and the parts behind it.
The job's list is the sum
The material list for a job is the parts across its tasks, quantities summed, with the stock items marked as from the truck and the rest as to buy. Printed with the work order, it is what the technician takes to the counter. The work order template page on this site covers where it sits.
Check the docket against the list
The merchant docket comes back with the job reference on it and is checked against the list: what was bought that was not listed is either a missing part on the task, to fix in the price book, or a variation, to bill. That check is how the price book gets accurate.
Truck stock and the reorder
The parts that appear on most lists are truck stock, counted weekly and reordered from the count. The inventory guide on this site covers the stock side. RoughInDesk Pro attaches the docket to the job so the material cost lands on the job it belongs to.
Questions people ask about plumbing material list template
How many parts should a task carry?
Every part the task uses every time. The optional parts are their own tasks or variations.
Should the material list show prices?
To the office, yes, at cost; to the customer, as part of the task price, not as a separate line unless the job is on rates.
Is the tool free?
Yes: the estimating and flat rate pricing tools work without an account.