Concept1 min read
Where the overhead percentage is set
There are two separate overhead settings, and which one you want depends on whether you are pricing a quote or measuring job profitability.
- Quote pricing overhead lives in your account quote defaults (Settings › Quote Defaults). This is the percentage that marks cost up into a sell price, alongside profit margin. The two are applied together, so overhead plus margin must add up to less than 100% or the price cannot be worked out; the page will refuse to save a pair that does not.
- Overhead as a cost benchmark is set per location, at the location's edit screen, alongside material, labor, additional expenses and commissions. This one does not price anything: it is what job profit analysis compares actual spend against.
Changing the quote default affects new quotes, not ones already written.
Was this article helpful?
Related articles
- Items and what quote lines are built fromThe item catalog is the Items screen, with a Create form to add one.
- Entering measurements by hand or uploading a report you already haveYou do not need a provider integration to get measurements onto a project.
- Order a measurement reportOrder EagleView, HOVER, GAF QuickMeasure or RoofScope reports from the project, and copy the results into the Dimensions tab.
- Quotes and ordersA quote is the price you offer; an order is the fulfilment record made from it. Here is how the two relate and where each lives.