Forum Discussion

prestonzaharia's avatar
prestonzaharia
Contributor 2
9 months ago
Solved

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 mar...
  • jade's avatar
    jade
    9 months ago

    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. 

jade's avatar
jade
Jobber Support Team
9 months ago

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.