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How do I adjust the overall cost of an estimate?
How do I adjust the overall cost of an estimate?
Staci Mitchell avatar
Written by Staci Mitchell
Updated over a week ago
  1. Open the sidebar menu on the right of your screen and select Calculations.

  2. In the Manual Adjustment section enter your adjustment as either a dollar value $ or percentage %.

  3. You may also adjust the subtotal manually.

  4. Include a description or reason for the adjustment in the provided box. This is not visible to your customer.

After making the adjustment, you'll notice a triangle ⚠️ marking the subtotal section, signalling that it has been overridden. To revert to the default value, click on the triangle and select reset value.

Things to Note:

  • Once a manual adjustment is made, the area pricing will automatically switch off and cannot be restored. This happens because the new subtotal no longer aligns with the area pricing. If you still want the area pricing visible, consider including the adjustment in a line item, area, or group instead.

  • If you want the customer to be aware of an adjustment, it's recommended to use a discount.

Have a question? Get in touch with our team -- we'd love to help!

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