Overview
The Estimate settings section allows administrators to configure default values that apply to all estimates created in the system. These settings help standardize how estimates are calculated and presented across your organization.
From the Estimate settings tab, you can configure:
Default working hours & crew size
Sales tax calculation in the estimate
Default signature used in estimates/proposal
Setting these values ensures that all estimates follow consistent pricing rules and documentation standards.
1. Default Hours and Crew Size
This section defines how labor calculations are handled when creating estimates.
Available Fields
Average number of team members per crew. When a crew is added while creating an estimate, the system automatically considers the defined number of team members.
Average working hours per day per employee. When a job duration is specified in the estimate (e.g., 5 days), the system calculates total labor hours based on the defined daily working hours.
This ensures accurate and consistent labor cost calculations.
After entering values, click Save to apply changes.
Example
If:
Crew size = 5 members
Working hours = 8 hours/day
Duration = 5 days
Then the system calculates labor based on:
5 members × 8 hours × 5 days
2. Sales Tax Settings
This section allows users to apply sales tax to estimates automatically.
Turn on the toggle to automatically apply sales tax
Enter the desired sales tax percentage
Where to Apply Sales Tax
Users can choose how tax is applied:
None → No tax applied
Entire Project → Tax applied to the full estimate
Except Labor → Tax applied to the full estimate except labor costs
Materials & Subcontractors → Tax applied only to materials and subcontractor costs
Materials Only → Tax applied only to material costs
Click Save to apply tax settings
How It Works
When an estimate is generated, the system automatically calculates tax based on:
Selected percentage
Selected application method
3. Full Signature
This section allows users to set a default signature that will appear on all estimates.
Click on the Add Signature button
A pop-up will appear
Options Available
Enter Full Name
Choose signature type:
Type → Auto-generates signature using typed name with selectable fonts
Draw → Draw signature using mouse or stylus
Upload → Upload an image of your signature
Final Step click Save to confirm
Result
The saved signature will automatically appear on all estimates sent to clients.