Add an overall markup to the estimate cost
I might be missing something, but the way it works now is to have a cost, then a price for each item, and the difference would be the markup. With this method, if our overhead changes, I would have to go through the whole products and services list, and increase the price for each item to compensate. If we could apply a markup directly to the total of the cost estimate, it would allow us to change the markup very easily on a job by job basis if we wanted too. Thanks
While you can’t add an overall markup just yet, you can add markup to your individual Products & Services. This might help you get closer until we add markup support directly to your estimates.
Take a look at Joist. in their application you can discount or add markup. We sell a lot of financing and this would be invaluable.
This would be a great function allowing and Item like financing to be a percentage of the subtotal. It will make the salesperson charge the proper fees and the homeowner will not be overcharged for a finance deal they don't take. Also a discounting function would be great as well.
Matt Brown commented
YES. as it stands in order to add a profit margin to an estimate that profit has to be built independently into each items line item, or build a Profit listed item (which you would not want to show on an estimate) Being able to add a blanket say 30% profit to a final job cost without it showing specifically on an estimate is critical to the estimating tool being functional for use in the field which right now it is not.