Calculations

Build cost calculations, control your margin, and turn them into quotations.

Calculations

Calculations lets you work out the cost, margin, and sales price of a job before you send a quotation.

Use it to add materials and hours, set the margin you want, and check your result against your margin goals.

A calculation is a preparation document.

You export it to a quotation when you are ready to send prices to the customer.

Start here

• What are Calculations?

Create and process calculations

• Create a calculation

• Understand margin versus markup

• Export a calculation to a quotation

Configure calculation setup

• Set margin goals and colors

What you can do with calculations

• calculate purchase price, margin, and sales price
• apply a default margin automatically
• check results against margin goals
• export a calculation to a new or existing quotation

Related topics

• Invoices

• Items and Materials