Rates

The Pricing tab controls how your costs become a sell price. It sets the margin, commission, overhead, and sales tax applied to the bid.

Rate settings

Open the Pricing tab. Under Profit & Overhead, the Rate Settings card has three percentages, each expressed as a percentage of the selling price – not a markup on cost (see markup vs. margin for why that matters):

• Margin – your profit margin.
• Commission – sales commission.
• Company OH – company overhead for general business expenses.

The Live Preview panel beside it shows how the rates turn your material and labor costs into the customer total as you type. Changes save automatically. Click Reset to Defaults to return to your organization’s default rates.

Sales tax

Sales tax on the same card is the rate every line inherits. A line, or one of its cost items, can set its own rate instead – or 0% to exempt it – and its own rate replaces the bid’s; the two are never added together. Cost items also carry a Purchase tax (cost) rate on what you pay – see line items.

Display options

The Display Options card has:

• Round to whole dollars – show customer-facing totals on this bid without cents. It starts from your company setting.
• A link to the Proposal tab, where you choose how much your customer sees on the bid document: Total only, Line items, or a Full breakdown that lists each line’s materials and labor (without your costs).

Set defaults for new bids

To pre-fill these rates on every new bid, set your organization defaults.

1. Open bid defaults. Go to Settings -> Bid & Estimate Defaults.

2. Edit Default Bid Rates. In the Default Bid Rates card, set Margin, Commission, and Company OH. New bids start from these values.

Note

Role required: Company Admin to change the defaults. Per-bid rates can be adjusted by anyone who can edit the bid.