Wherever you see a blue quote total box or a blue tax percent (as highlighted below) you can click on it. We're going to go through the info you'll find in there and how to read it.

The quote total box

This appears in the estimate costings screen, and you'll see it at both the line item level (1) and the category level (2), so we'll go through box separately.

The quote total box - line item level

1. Estimated cost: The raw cost of the item, without any tax or markup

2. Markup (combined): How much markup is this item attracting (ignoring redistribution). Combined means that it is coming from markup added overall to the estimate, markup added to the category, and markup added to the line.

The image below is the "Show Breakdown" for this line and shows that this line is getting $200 from the overall estimate markup ($1000 item at 20%) and $50 from having an additional markup on the line ($1000 at 5%)

3. Redistributions (from other items): this is only markup moved onto this item from other items.

The image below is the "Show Breakdown" for this line and shows the item is getting the markup of 3 other items, $200 from each item.

For more on redistribution see here


4. Total (ex): the sum of lines 1, 2 and 3. This does not include tax

5. Tax on quote: the tax on this item based on the tax assigned to that item type. See "The tax percentage box" section at the bottom of this article for more info on tax.


The image below is the "Show Breakdown" for this line and shows the tax added to this item, depending on your tax profile there may be multiple lines here.

6. Quote Total: the sum of lines 4 and 5. This is the "sell price" and the cost the client will see on the quote (ignoring the PC/PS/Allowances table, that's different) if you show the cost of each line item.

The quote total box - category level

1. Estimated cost: The raw cost of the category, without any tax or markup

2. Markup (combined): This Markup line can be thought of as any markup within the category which has not moved/redistributed at all. To expand on that, if an item in the category has markup but that markup is being moved/redistributed, that markup with show in line 3 (Redistribution). Combined means that it is coming from markup added overall to the estimate, markup added to the category, and markup added to an individual line.

The image below is the "Show Breakdown" for this line and shows that this category is getting $200 from the overall estimate markup and $50 from having an additional markup on a line within it.

3. Redistributions (from other items): this is the amount of markup moved/redistributed within the category or onto items within the category from another category.

The image below is the "Show Breakdown" for this line and shows the category is has markup being moved from two items within it (Category 38) and from one item outside the category (Category 39)

For more on redistribution see here


4. Total (ex): the sum of lines 1, 2 and 3. This does not include tax

5. Tax on quote: the tax on this category based on the tax assigned to the items within it.


The image below is the "Show Breakdown" for this line and shows the tax added to this category, depending on your tax profile there may be multiple lines here.

6. Quote Total: the sum of lines 4 and 5. This is the "sell price" and the cost the client will see on the quote (ignoring the PC/PS/Allowances table, that's different) if you show the cost of the categories.

The tax percentage box

Clicking on the blue tax percentage box will open more info about the tax rates applied to that item. This is mainly useful for tax free items where you want to remove the tax from the item. If your tax rates at this point are not correct, you'll need to set them up. Grab the relevant link below to learn more about either.


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