Estimates Settings

{YYYY} is the year, {YY} the short year, {####} the next number padded to that many digits.

The next new estimate takes this number.

An estimate expires this many days after it is sent. A template can set its own.

What approving takes. The typed name, consent and time are always recorded.

On: accepted lines become assignments and waiting-list Services the moment the customer approves. Off: the office clicks Convert.

On: add-ons start checked on the customer page (a template line can still say otherwise).

What a program line shows the customer.

Monthly price = season total ÷ this. The prepay discount is set once, in Invoices settings.

Marking an estimate won or lost asks for a reason from the lists under Estimates > Setup.

Price Change notices go out at least this many days before the new price starts.

How long the link in an estimate email or text keeps working.

Tags: [estimate_number] [estimate_total] [estimate_expires] [estimate_link] plus the usual customer tags.

Office address that gets a copy of every approval. Blank sends none.

Off by default. On: open estimates get the reminder email on the days below (quiet hours apply).

Days between follow-ups, separated by commas (like 3, 7, 14).

On: an estimate the customer opened gets no more reminders.

When an estimate expires, extend it this many days one time. 0 lets it expire.

Pricing Budget. What a field person is paid per hour on average.

Payroll taxes, workers comp, unemployment and paid time off, as a percent of wages. A direct cost.

Paid time you cannot bill (setup, cleanup, shop time).

Field labor hours spreads overhead over every budgeted field hour. One percent adds overhead as a percent of direct cost.

Rent, office pay, insurance, software, trucks not on a Service, and so on, for the year.

Billable field hours planned for the year. Overhead per hour = annual overhead ÷ these hours.

Used when the method is One percent.

Margin is profit as a percent of the price. Price = breakeven ÷ (1 − margin). A 30% margin is a 42.9% markup.

Estimates earning less per hour are flagged. 0 turns it off.

On: estimates open in the Estimate Builder with live profit gauges. Off: the classic estimate screen.

Estimate Builder. Added to equipment cost per hour. Rate = cost × (1 + markup) ÷ (1 − downtime).

Estimate Builder. Time equipment sits in the shop or idle, so each working hour carries a little more.

Your target mark on the Gross Profit gauge: price minus labor, equipment and materials, before overhead.

On: an estimate can offer 2 or 3 tiers the customer picks from (like Good, Better, Best). Off: one list only.

Estimate Builder. 2 or 3 names, separated by commas, that new tiers start with. Each estimate can rename its own.