Request for Quote building using hidden subtotals

Question

As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price.In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations.&nbsp;It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling.&nbsp;&nbsp;Example:&nbsp;Tile Backsplash Installation&nbsp; &nbsp; &nbsp;$2,575&nbsp; &nbsp;(hidden below) &nbsp;&nbsp; &nbsp;Labor&nbsp; &nbsp;12&nbsp; &nbsp; &nbsp;$165&nbsp; &nbsp; $1,980&nbsp; &nbsp;Tile&nbsp; &nbsp; &nbsp; &nbsp; 1&nbsp; &nbsp; &nbsp; $350&nbsp; &nbsp; &nbsp;$350&nbsp; &nbsp;Mastic&nbsp; &nbsp;1&nbsp; &nbsp; &nbsp; $30&nbsp; &nbsp; &nbsp; &nbsp;$30&nbsp; &nbsp;Grout&nbsp; &nbsp; 1&nbsp; &nbsp; &nbsp; &nbsp;$30&nbsp; &nbsp; &nbsp; $30&nbsp; &nbsp;Misc&nbsp; &nbsp; &nbsp; 1&nbsp; &nbsp; &nbsp; &nbsp;$20&nbsp; &nbsp; &nbsp; $20Does anyone else struggle with this or have an efficient workaround?

jade · Answer

Hey there! Thanks for the question.&nbsp;I have some recommendations that may be useful for you here! The first would be to change your client document settings, so that you can hide the unit prices on quotes.&nbsp;We also have the Job Costing feature, available on the Grow and Plus plans. This feature is on the job level rather than the quote level, but it is very useful for calculating labor, profit margins, and expenses.&nbsp;I understand that you are hoping to have a sub-line item feature on the Quote, and I have passed along this feedback to our Product Development team.&nbsp;

mrelectro · Answer

Yes I build quotes to get the total in jobber and then delete lines items before sending

shredder1212 · Answer

Adding this to the job quote would be the greatest change they have done to the software. Further more if the labor total inputted was calculated in the job cost at the bottom where it generate the profit total that would be great. Would allow for easy digestion of data in terms of calculating job profitability.

Currently jobber displays profit as Job cost - Material costs. Which is giving an incorrect display of actual profit. Only work around to have a real profitability percentage would be displaying labor rate as a line item, which then causes issues with clients.

Best outcome:

Example:

Material cost = X

Labor rate cost=X

Profitability= X-Material cost+ Labor rate

Hours tracked on job by signing in would furthermore help determine actual profitability. Also given if labor rate was able to be inputted such as material costs are such as:

Example: Actual labor cost with overhead = $25

Labor with markup = X

This would make jobber outperform all other sources of job estimating and profitability tracking. I've been reaching out to them for a year begging them to do this, clearly they don't care/don't have enough people asking for this to make a simple change.

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Request for Quote building using hidden subtotals

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