Overview
Pricing rolls up on proposal steps: Materials and Labor feed Expenses and Totals. Margins, tax, and deposit settings apply on the Totals step and from business defaults.
Where in the app: Estimate → Materials / Labor / Totals steps
Open: Estimates
Where to edit
| Step | What you price |
|---|---|
| Materials | Product and material lines from takeoffs or manual entry |
| Labor | Crew time and rates (installation scope) |
| Expenses | Permits, trucking, and other job costs |
| Totals | Tax, deposit, grand total, customer-facing summary |
Fence estimates populate Materials from the design tool after Preview Quote. Generic estimates use lines from the create screen.
Defaults
Tax rates pull from customer record, tax zones, and Sales tax settings. Payment terms and deposit structure are set on generic create or business defaults.