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Set the job's margin and preliminaries

Apply preliminaries and margin across the whole estimate in one step.

On a computer · 4 steps · Updated

Video transcript
  1. 2:09Under the three dots, Margin sets the job's prelim and margin.
  2. 2:16Every change saves itself, and Undo takes it back.

Steps

  1. Step 1: Open a job, then go to Estimate. The Cost Sheet tab opens.

    Screenshot: Open a job, then go to Estimate. The Cost Sheet tab opens.

  2. Step 2: Click % Margin in the toolbar. On a smaller screen it is under ⋯.

    Screenshot: Click % Margin in the toolbar. On a smaller screen it is under ⋯.

  3. Step 3: Type the Prelim and Margin percentages.

    Screenshot: Type the Prelim and Margin percentages.

  4. Step 4: Click Apply. The whole estimate reprices.

    Screenshot: Click Apply. The whole estimate reprices.

Good to know

Note — Prelim can be 0 or more; margin must be under 100.
Tip — Undo takes the whole change back in one step.
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