Set your prices

The quoting tools do the arithmetic, but every rate comes from you. This is where you tell the app what you charge, once, so you never retype it on a job again.

Where to find it

From the home screen, open Quoting tools and then Prices. There are three tabs across the top: Roofing, Flooring, and HVAC. They are completely separate, so saving your HVAC rates never touches your roofing ones.

The app will never suggest a price

There are no default rates and no industry averages hiding anywhere. Every blank starts blank, on purpose. What you charge for a dedicated circuit in your market is not something software should guess at, and a number you did not choose is a number you cannot defend to a customer.

Leave blank anything you do not do. You are not required to fill in the whole list.

A blank price is a warning, never a zero

If a job needs something you have not priced, that line is left out of the total and the quote shows you a warning saying so.

It is never silently counted as $0. A missing rate costing you a visible warning is annoying. A missing rate quietly costing you four hundred dollars on a job you already signed is much worse.

So read the warnings under the quote. They are telling you what is not in the number.

Overhead and profit

At the top of each tab is Business defaults, which applies to every quote in that trade:

Overhead is the percentage added to cover the parts of running your business that no single job pays for: the truck, the insurance, the phone, the hours spent quoting work you did not win. Most shops land somewhere between 25 and 35 percent.
Profit is what the business keeps after all that. Commonly 15 to 25 percent.

Those ranges are context, not advice. Set your own.

Markup and margin are not the same thing

This is the setting most worth understanding, because mixing the two up costs real money and it is easy to do.

Markup is a percentage added on top of your cost. Cost $1,000 plus 20 percent markup equals $1,200.
Margin is a percentage of the final price. To keep a 20 percent margin on $1,000 of cost you have to charge $1,250, not $1,200.

So a 20 percent markup is really about a 16.7 percent margin. If you have been thinking in margin and entering it as markup, you have been earning less than you think on every job.

The dropdown lets you pick whichever one you actually think in. The app does the conversion.

Equipment cost is not set here

On HVAC, the heat pump or furnace itself is entered per job on the quote screen, not saved here. It changes with brand, size, and efficiency, and it is usually sitting on a distributor quote in front of you.

This list is for the things you reuse: labor, electrical, line set, permit, haul-away.

Your rates are private

Your price table is visible only to your account. It is not shared with other contractors, not pooled into any average, and not used to train anything. It is competitive information and it is treated that way.

With prices saved, the HVAC quoter can also check for rebates on the job. How the rebate lookup works.