Profit Margins 

Profit margins are percentages that define your desired profit margins on each type of section. Generally, this margin will be used to calculate quote figures from a budget. The Margin/Mark up you set here will be your default. This will carry through to your Projects, Tasks and Subtasks. Your default Margin/Mark up can be overwritten in each of these areas to be adjusted to suit each particular Project, Task or Subtask.

To set your Default Profit Margin follow the steps below. 

• In the top right hand corner, click the person icon and select 'Settings'.

• Under the Company heading select 'Settings'.

• Scroll down to 'Profit Margins'.

• Select your preferred profit type:
  • Margin
  • Mark up

•  Add your Margin/Mark up to each heading:
  • Labour 
  • Materials 
  • Subcontractors 
  • Sums

• Click 'Save Profit Margins'.

• This will now pull through into all existing projects and new projects created.