This article explains how to make granular markup adjustments within an estimate for jobs that require precise control at the substrate, machine, or other cost levels.
Overview
Within any estimate, you can already adjust the overall price model (e.g., gross profit percentage) to quickly recalculate the estimate. However, some jobs require more granular adjustments—for example, adjusting only the markup on substrate costs or labor costs separately.
When to Use Granular Markup Adjustments
Use this feature when:
You need to adjust markup for specific cost components (substrate, labor, machine, etc.) rather than the entire estimate
You're working on custom jobs that require precise pricing to win
You want to fine-tune margins on specific cost buckets while leaving others unchanged
How to Access Granular Markup Editing
Open your estimate
Go to Price Breakdown
For the price option you want to adjust, click View and Edit
Understanding the Markup View
The estimate is broken down into six key cost buckets:
Substrate
Other Material
Labor
Machine
Outwork
Delivery
For each bucket, you'll see:
Cost: The base cost value
Markup Percentage: The percentage applied (pulled from your product setup sheet and pricing rules)
Total Estimate Value: The calculated total including markup
You'll also see:
Substrate Cost Percentage: Substrate cost ex. markup, divided by total estimate
VA (Value Added) Percentage
Gross Profit Percentage
Making Markup Adjustments
Click on any markup percentage field you want to change
Enter your new value (e.g., change 70% to 150%)
Click anywhere outside the field
The estimate recalculates automatically with updated totals and percentages
Adjusting Overall Price Model After Granular Changes
After making granular markup changes, you can still adjust the overall price model:
Locate the Gross Profit Percentage (or your configured price model) field
Enter your desired value (e.g., round up to 40%)
The estimate recalculates
Important: When you override the overall price model, the granular markup fields become grayed out and locked. A message will indicate that these cannot be edited unless you reset the override.
Resetting to Edit Granular Markups Again
If you've overridden the overall price model but want to return to granular editing:
Click Reset on the overall price model field
The granular markup fields become editable again
Applying Your Changes
When you're satisfied with your adjustments:
Click Update
All changes are applied and visible in the estimate summary