Global Margins for quotes
I am using jobber for estimates / quotes for irrigation installations. Adjusting my margins / profits / mark ups on each quote is vital. Jobber it seems after speaking to them don't have a global margin adjustment, just for each individual line item. Seems strange to me. does anyone have a workaround?
Hey Preston Zaharia! Thanks for the question!
If you want to adjust the markup/ unit cost of a specific line item so that it applies to any future use of the line item, you can edit this in the Product and Service list.
On Jobber Online, go to Settings > Products & Services > Select item > Edit. To edit the list in bulk, export it and import it back into Jobber with the updated columns.
For more information on how to do this, check out this article from our Help Center, or give our Success Team a call at 888-721-1115 ext 1.
