Note: Any changes made in the Production Rates settings are global changes, which means they will be reflected on all Proposals moving forward.
Managing Proposal Defaults
1. Click on Production Rates…
2. Set Hourly Cost Rate ($)
How much does it cost you to employ a worker?
This number represents the total average hourly costs, including burden, of one painter, per hour. Example: Average hour rate ($20) + Average Burden ($6) = Hourly Cost Rate ($26)
3. Set Hourly Sell Rate ($)
How much are you selling the labor to your customer for?
This number represents the hourly rate you will charge your customers for one painter, per hour.
4. Set Product Markup (%)
This number represents how much markup you want added to each proposal for each gallon of paint.
5. Set Tax On Labor
Toggle these ON/OFF depending on your Company Tax requirements.
6. Adjust Portal Settings
Toggle these ON/OFF to dictate how these items show in the portal.
7. Click on Save
Managing Project Details
1. Next Set Project Details
2. Click on The Pencil (Edit) Icon
3. Edit Title
4. Then, Edit Description
We have included default verbiage here for you.
5. Click on Submit
Need to See More Information Regarding Set Up?
Watch the video "Creating & Understanding Production Rates" to the right of your Proposal Defaults.
