Update an Estimate’s Profit

Update the profit margin on an entire estimate (standard or service) with a click of a button.

  1. Click into your estimate;
  2. Click on Workarea + Pricing (standard) or Services + Pricing (service);
  3. Click on the $ Set Profit Button - clicking the $ Set Profit button in your estimate will pull up a new window that shows the following:

 

 

Enter the profit margin you wish to change the entire estimate to as a percentage from 1 - 99.

  • Click OK if you are sure you want to override profit

 

Your estimate will now reflect the change in profit for the whole estimate.

 

 

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