How to charge a Flat Rate for Materials

In this example, we'll look at how you can input a flat material cost for a part in your estimate. This is great for when you know what you want to charge the customer already, and you can quickly put this into your estimate!

You can also do this for labor or subcontractor costs! See these articles for more information:

How to Charge a Flat Rate for Labor

How To Charge a Flat Rate for a Subcontractor

Simple Steps:

Let's say you're installing some windows and you want to charge your customer $500 for materials.

1. First, Open the Part by clicking on the pencil:
   
   
   
2. Make sure “Material Cost Calculation” is checked: 
   
   
   
   
3. Click “$/unit” and select “Lump Sum":
   
   
   
   
4. Type in the Lump Sum that you want for labor cost of this item: "i.e. $500"
   
   
   
   
5. [Optional] Adjust your material markup to customize the price the customer will pay for this item.
   
   

See It In Action!