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Proposal Expenses

Estimate concrete and other job expenses that roll into proposal totals.

4 min read

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Overview

Expenses covers concrete and other job costs that are not material line items or labor. Totals pick these up when the estimate includes installation.

Where in the app: Open an estimate → Expenses (proposal step bar)
Open: Estimates


Materials Only

Expenses is locked for Materials Only quotes. Switch scope on Materials to edit concrete and other expenses.


Concrete

Choose a concrete source:

SourceUse when
No concreteSkip concrete cost
Concrete truckEnter volume and cost per unit
Bagged concreteUse bag size and bag count (bag sizes come from Business Settings)

Typical inputs: quantity of holes, hole diameter and depth, calculated volume, concrete cost, and an optional adjustment percent.


Other expenses

Under Other Expenses, add a description and amount, then Add. Remove lines you do not need. Concrete Costs and Other Expenses totals update as you edit.


Next steps

Continue to Totals to apply profit, tax, and payment terms. See Proposal steps for the full flow.