Grouping total profit as "management fee" in the proposal.

You can separate the profit on every item in a proposal and have the total profit for the job listed at the bottom of the proposal as a “management fee” (the name can also be customized).

Note: This will show every item cost as the price to the customer.

1. Open a quote/proposal/project.

2. Go the the Preview tab

3. Enable editing with the Edit button located on the top bar above the presentation.

4. Open presentation settings from the lower panel that opens up.

5. Enable Show profit as management fee.

6. Once enabled, you can edit the “Management fee” name.

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7. Save changes to your presentation to keep this setting.

8. The cost of every item will now be displayed as the price to the customer.

9. The total profit for the proposal will be combined and listed as the “management fee” above the Project Total.

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10. The total markup/profit margin can be adjusted in the estimate tab. This will adjust the “Total budgeted profit,” which is what will be displayed as the “Management fee” on the customer view.