Step 1
Setting your margins once lets every estimate price parts and labor automatically, which adds efficiency to your quoting. From the Getting Started section, open the Management menu at the top and click Settings.
Step 2
Click on General Settings, then scroll down to the Margins section.
Step 3
Select the desired margin percentage for parts and labor, then configure the pricing ranges accordingly.
Step 4
Enter the desired margin percentages in the Parts and Labor sections. Once the margins have been added to their respective sections, save the changes.
Step 5
Once the parts and labor have been added to the estimate, the system will automatically calculate the parts and labor margins in the Price Summary section.
