Profit Margin on Estimates
David MacNeil
We should be able to see overall estimate profit margin on the estimate. It doesn't make sense to only be able to see this on completed jobs. Being able to see your overall margin on an estimate impacts what kind of discounts you can apply, whether a job is worth doing, etc. I know you can see margins on individual line items, but we should be able to see it on the estimate as a whole.
Jasmine Hanson
I want to strongly support this request. Our entire business — and many others — would benefit greatly from being able to see overall profit margins on estimates.
Right now, the margin only shows once an estimate is converted into a job, which means our sales team has to calculate manually. This creates risk when applying discounts, slows down the quoting process, and makes it harder to determine if a job is actually worth doing.
This isn’t just a convenience feature — it’s a necessity. Having overall profit margin visibility at the estimate stage would help ensure accuracy, protect profitability, and give sales teams the confidence to make better decisions up front.