Replace across a defined scope
Use the qualifying records and cutoff criteria to target the intended work rather than changing every occurrence indiscriminately.
NEPTUNE SOLUTIONS · FOR JOBBOSS
Material Swap
Apply a material substitution consistently across existing work.
Replace a source material on qualifying jobs and quotes without manually working through each requirement.
THE BUSINESS CASE
A more focused way
to handle the work.
Material Swap is designed for the point at which a material change needs to reach work already entered in JobBOSS. Define the source and replacement material, the applicable selection and any quantity conversion, then apply the substitution to qualifying job and quote requirements.
Individual entries and spreadsheet-driven changes support both focused replacements and larger maintenance exercises. Estimated material totals are recalculated and the affected-record report gives the team a practical way to review which jobs and quotes were involved.
PRACTICAL CAPABILITIES
What it helps you do
Account for quantity conversion
Include the conversion needed when the replacement material is not used in the same quantity as the source.
Review the affected work
Use the resulting report and recalculated estimates to check the substitution across jobs and quotes.
GENERAL USAGE
How teams use it
The overall working sequence, from the initial selection through review of the result.
- 01
Define the substitution
Choose source and target materials, the record scope and the required quantity conversion.
- 02
Prepare the change set
Enter the changes individually or through the supported spreadsheet workflow and confirm the intended selection.
- 03
Apply and review
Process the substitutions, then review affected requirements and estimated material totals.
IS THIS THE RIGHT TOOL?
A good fit for
Estimating, engineering and materials teams applying approved substitutions to existing JobBOSS work.
Talk through your use caseWhat we’ll review together
- Which jobs and quotes should be included or excluded.
- Quantity conversion, cutoff dates and costing expectations.
- How the business will review the affected records after the change.
We’ll confirm the applicable version, configuration and installation scope for your JobBOSS environment.
START WITH YOUR WORKFLOW
Make the next conversation specific.
Tell us how you handle the task today and what you want to improve. Your inquiry will start with Material Swap already identified.