Estimates & price book

1. 1Go to Estimates and click New, then link it to a contact or opportunity.
2. 2Add line items from your price book, or add custom one-off lines. Each line copies the price-book cost at that moment, so later catalog updates never change an estimate behind your back.
3. 3Adjust quantities and units — totals and margin update live as you go.

The live margin panel always shows your price and blended margin together.

1. 1Tap a target-margin button and the price is set to hit that margin — or type a price directly and the margin recalculates on the spot.
2. 2When costs change later — a new line, a complexity bump — the estimate re-prices itself to hold the margin it had.
3. 3Anything below your floor is flagged before it goes out the door.

Some jobs are simply harder than the price book assumes — tight access, steep grade, finicky finishes. The complexity multiplier scales the estimate to match.

1. 1In the estimate's margin panel, set Complexity: Standard (1.0×), Moderate (1.1×), Complex (1.2×), or Very complex (1.3×).
2. 2When you go above Standard, add a short reason so the rest of the team understands why.

Contingency is a percentage you set aside for the unknowns on a job. Set it between 3% and 8% in the estimate's margin panel — it's built into the price the customer sees and tracked as its own cost category.

Estimates move through: Draft (you're building it), In Review, Approved, Sent, Accepted or Declined by the customer, Expired (past its date), and Superseded (replaced by a newer version).

1. 1Open the estimate and duplicate it to start a new version.
2. 2Make your changes on the copy.
3. 3The original is automatically marked Superseded so there's no confusion about which is current.