Settings
Rates saved here become the defaults for NEW line items. Existing line items keep the rate they were created with, so later price changes do not silently rewrite an older estimate.
Rate Categories
Rate CategoryUnitRatePricing Type
Paint & Material Library
ProductGallonQuart750 mlCoverage
Company Cost Settings
Sales Tax %
Material Handling %
True Labor Cost / Hr
Profit Target %
These are stored separately from customer-facing rates. We will connect them to the profitability calculation when Cost Summary is finalized.
Defaults
Default CoverageSF / gal
Default Wall Paint
Default Ceiling Paint
Default Exterior Siding Paint
Default Exterior Trim Paint
Show Quantity on Proposal
Show Coats on Proposal
Show Area Totals
Saved Notes
Create reusable line-item notes. One note per box. These can be inserted into any estimate item and edited for that job.
Select a customer on the left, or click + to add a new customer.
Name
Description
Qty / Coats
Price
Order
Materials Summary
Material Handling %$0.00
Internal only. Use this percentage for material-related time, fuel and paint-store trips. It is included in the Materials total on Cost Summary and is not shown as a separate customer charge.
Cost Summary
Labor
Man Hours0.00
Labor Total$0.00
Materials
Paint / Materials$0.00
Additional Materials$0.00
Material Handling INTERNAL$0.00
Sales Tax (6%)$0.00
Materials Total$0.00
Equipment Rental
Equipment Rental Total$0.00
Estimate Total$0.00
Discount-$0.00
Proposal Adjustment$0.00
Grand Total$0.00
Discount is applied against labor. Adjust Proposal lets you enter a desired final proposal total. Round changes only the displayed Grand Total.
Sales
Jobs hired — oldest first
Period
Sold By
eBids Sent0
Hired0
Close Ratio0%
Hired $$0
Date HiredCustomerInterior / ExteriorSold ByCurrent Contract $