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Review and price

Step 2 shows every line by cost centre, with pricing, options and margin.

Click 2 Review and price. Every quote line is listed by cost centre with its source, quantity, labour, unit price and sell. Click a line to see it on the plan.

Review and price: lines by cost centre, with pricing on the right.
Review and price: lines by cost centre, with pricing on the right.

Good, Better and Best

Turn on Offer Good / Better / Best to give the customer three options. Each cost centre gets a price for each option; click a price to recommend it. Jobs don't have options.

Pricing

On the right: the price tier, Markup %, Discount %, Fee %, the Labour rate, Fit time and tax codes, with the total, cost and margin (red under 25%). Reset to customer defaults undoes your changes.

Company rules

Your company's rules (extra waste, rounding up) are listed with what they add. Switch one off for this takeoff if it doesn't apply.