Packing materials now read the same way everywhere. The clean Container / Pack / Unpack grid you know from the pricing tab — each material with its own quantity, rate, and total per service — now carries through the work order's Income and Expenses tabs, prints on your BOL documents as a Custom Packing Services table, and powers the Finalize Work Order flow in the Crew App, where crews can review, edit, and add materials right in the grid.

What's New

• Grid format across the CRM: Income → Packing Materials and Expenses → Packing Materials now use the same grid as the pricing tab — previously those tabs showed packing materials as flat line items.
• Grid on BOL documents: the BOL now includes a Custom Packing Services table — every carton type with its Containers, Packing, and Unpacking quantities, rates, and charges — on both pre-move and actual BOLs, for local and interstate moves alike, and on the work order summary.
• Grid in the Crew App: the Packing Materials section of Finalize Work Order shows each material as an expandable card with its Container / Pack / Unpack breakdown — edit quantities or delete via the three-dot menu.
• Duplicate-proof adding: the Add list in the app offers only the packing materials not already in the grid, with rates populated from your settings.
• Additional line items in the app too: the same Additional Line Items section you have in the CRM appears at finalize — edit the default line, or add more by category and item.
• Full round trip: materials and line items the crew adds at finalize flow back into the CRM's Income tab once the work order completes.

Who This Is For

• Crews finalizing work orders in the field — see and adjust exactly what was used, box by box
• Back office and billing teams reconciling packing charges across pricing, income, and expenses in one consistent format
• Owners and managers who want the BOL to show customers a clear, itemized packing breakdown
• Dispatchers and coordinators comparing estimated vs. actual packing materials at a glance

🧭 How to Use It

In the Crew App

1. On Finalize Work Order, open the Packing Materials section.
   

Packing Materials on the Finalize Work Order screen

1. Each material shows as a card with its total — expand any card for the Container / Pack / Unpack breakdown with quantity, rate, and total per service.
   

The packing materials grid, one card per material…

…expanded to show the Container, Pack, and Unpack lines

1. Use the three-dot menu to Edit quantities or Delete a material — totals update as you type.
   

Edit or Delete from the card's menu (1)

1. Tap Add to add a material. The list shows only materials not already in the grid — no duplicates — and rates fill in from your settings. Additional Line Items work here too, just as in the CRM.
   

Add New Item: only materials not yet on the work order are offered

On your BOL documents

1. The BOL now prints packing materials as a Custom Packing Services grid — containers, packing, and unpacking with quantity, rate, and charges per carton type, plus column totals.
   

The Custom Packing Services grid on the BOL

In the CRM

1. Open the work order's Income or Expenses tab and click the pencil to edit.
   

The Income and Expenses tabs on the work order

1. Under Income → Packing Materials, the familiar Partial Pack/Unpack grid replaces the old line-item list…
   

Edit Income: the packing materials grid, matching the pricing tab

1. …and Expenses → Packing Materials keeps the very same grid, so costs line up with income column for column.
   

Expenses: the same grid format for packing supplies

Good to Know

• One format end to end: pricing, income, expenses, BOL, and the Crew App all share the same grid, so a quantity means the same thing wherever you read it.
• The BOL grid is descriptive: as noted on the document itself, the Custom Packing Services charges are a detailed description of the packing services on the first page — not an addition to the total charge.
• No duplicate entries: the app's Add list hides materials already on the work order, so each material lives on exactly one card.
• Crew edits land in the books: anything added or adjusted at finalize shows up in the CRM's Income tab after completion — in the same grid.

Available Now

The packing materials grid is live now across the CRM, BOL documents, and the Crew App — nothing to configure. Open any work order's Income tab or finalize a job in the app and you'll see it in action. Built from customer feedback, as always — keep it coming.