How to set your labour rates and pricing defaults

Updated recently

Who can use this?
Platform
Web
Plan
All plans
Permissions
Owner · Settings

Topic

Set up the labour rates and default markups you use every day so quotes and jobs price themselves. You only need to do this once, then tweak as your rates change.

Instructions

  1. 1
    Go to Defaults → Pricing.

    This holds your labour rates and default markup settings.

  2. 2
    Add each labour rate you charge.

    For example a standard shop rate, an after-hours rate and an apprentice rate — each with its hourly charge.

  3. 3
    Set your default materials and expense markup.

    New billable expenses and materials use this markup automatically; you can override it on any line.

  4. 4
    Save.

    From now on, quotes and jobs pull these rates in so you're not typing prices from memory.

Additional Information

For bought-in parts you can also import a supplier price book — see the Inventory & Stock section.

Rates you change here apply to new lines; existing quotes and jobs keep the price they were created with.

Was this article helpful?