1. Open the BOQ Tab2. Add Line Items3. Apply a Template4. Submit for Approval5. Trigger the Requisition6. Track Status7. Handle Partial Fulfillment
Open the BOQ Tab on a Task
Why it matters: Building the BOQ at the task level, not the whole project, keeps material and labor tied to the specific work it’s for.
- Open a Task within a Project milestone
- Click the BOQ tab
Result: an empty BOQ table is ready for line items, scoped to this task.
Add Material & Labor Line Items
Why it matters: Every quantity and cost entered here is what eventually becomes the client’s invoice - accuracy here saves a correction later.
- Click Add Line Item for each material (e.g. mounting rails, clamps, inverter)
- Enter quantity and unit cost - total calculates automatically
- Add labor as its own line item with estimated hours and rate
Result: the BOQ shows a running total across all material and labor line items.
Apply a BOQ Template
Why it matters: Most tasks repeat across projects - a template turns a 20-line BOQ into a 2-minute selection instead of manual entry.
- Click Load Template if this task type has a saved BOQ template
- Adjust quantities for this specific site’s requirements
- Save as a new template if this combination doesn’t exist yet
Result: line items populate from the template, adjusted for the current site.
Submit the BOQ for Approval
Why it matters: An approval step catches pricing errors or scope creep before material gets ordered against it.
- Click Submit for Approval
- The assigned Project Manager or Estimator reviews and approves or requests changes
Result: the BOQ status shows Approved, with an approver name and timestamp.
Trigger the Material Requisition
Why it matters: This is the step that replaces a phone call to the warehouse - the requisition is generated automatically from approved BOQ data.
- Once approved, click Send Requisition
- The requisition routes automatically to the assigned Store Manager
- Confirm the requisition references this task and project
Result: a new Material Requisition appears in the Store Manager’s queue, linked to this task.
Track Requisition Status
Why it matters: Visibility here is what prevents a task from starting installation before materials have actually arrived.
- Open the Requisition from the task’s BOQ tab
- Check status: Pending, Fulfilled, or Partially Fulfilled
- Set a notification for when status changes to Fulfilled
Result: the requisition status updates and notifies the task owner automatically.
Handle a Partial Fulfillment
Why it matters: Partial stock is common - handling it explicitly avoids a task being marked ready when it isn’t.
- If the warehouse can only fulfill part of the requisition, it’s marked Partially Fulfilled
- Review which line items are short
- Decide whether to delay the task or proceed with substitute material, updating the BOQ accordingly
Result: the BOQ reflects any substituted materials, and the task’s start date is adjusted if needed.
You’ve completed this tutorial
Your BOQ is live and the requisition is sent. Next: see how this becomes an invoice.
Continue learning
Keep going with the next tutorials in the Solar CRM series.