How to Set Default Markup

Last Updated By Michael Croteau

Updated at March 7th, 2021

  • Click “Options”
  • Click “Preferences” > “Miscellaneous” 
  • Set Default Markup 
  • Click “Save” at the bottom

Overview

If you’ve created a project in Clear Estimates, you have probably seen how to use markup.  Clear Estimates allows you to set Material, Labor, and Subcontractor markup right from your Projects page.

You may be wondering, though, how do you set a markup amount for all of your projects by default?

In this article, we’ll cover how you can set a default markup that will show up 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!

 

How To:

To set a default markup for all projects, head to your Options tool in the upper right corner of your screen, and select “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 of your projects:

This is also where you can set a default misc. item, and customize your default Report Text.

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!

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