Update the profit margin on an entire estimate (standard or service) with a click of a button.
- Click into your estimate;
- Click on Workarea + Pricing (standard) or Services + Pricing (service);
- 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.