- Click “Options”
- Click “Preferences” > “Miscellaneous”
- Set Default Markup
- Click “Save” at the bottom
If you’ve created a project in Clear Estimates, you have probably seen how to use markup. Clear Estimates allows you to set your Material, Labor, and Subcontractor markup right from your Projects page.
You may be wondering, how do I set a markup amount for all of my projects by default?
In this article, we’ll cover how you can set up a default markup that will be used for each new project you create!
To do this, head to “Options” > “Preferences” > “Miscellaneous“. Then, use the “+” and “-” arrows to set your Material, Labor and Subcontractor markup percentage.
Then, select “Save” at the bottom of this page. That’s it!
To set a default markup for all projects, head to your Options tool in the top right corner of your screen, and click “Miscellaneous” (under “Preferences”) on the left hand side:
Now you have opened the “Preferences – Miscellaneous” window.
Using the “+” and “-” buttons next to each category (Material, Labor, Subcontractor), set the default markup you would like to use for all new projects you start:
This is also where you can set up default misc. items. You can also set up your "Provide and Install" button preference.
Once you have set your default markup amount, scroll to the bottom of this page, and select “Save“:
And that’s it!
We hope this helps!