Company Settings

This info appears on your PDF exports and is shown to your clients.

Branding

No logo

PNG/JPG/SVG up to 1 MB. Transparent backgrounds recommended.

Company name *TaglineAccent color

Contact

Address

PhoneEmail

WebsiteLicense #

Estimate Presentation

How your estimates are priced and shown to clients. You can override per-project later.

Pricing model

Fixed cost

One firm number with all overhead, profit, and contingency baked in. Client pays that total regardless of what actually happens during the build.

Cost plus

Client pays actual costs + a builder fee. More transparency, more bookkeeping, and no profit cap. Ranges shown to client are estimates only.

Client-facing breakdown

All-in (single number)

Client sees the grand total and category subtotals only. Markup cascade (overhead, profit, tax, contingency) is hidden. Most common for fixed-cost.

Broken out (full transparency)

Show hard costs, soft costs, overhead, profit, contingency as separate rows. Common for cost-plus relationships and institutional clients.

Show sales tax as a line item

Display sales tax separately on client-facing PDFs

Off by default. In residential construction most builders bundle sales tax into material unit costs rather than breaking it out for the client. Keep off unless your state or client requires tax as a separate line.

Pricing Calibration

Set your primary ZIP and tier $/SF ranges. New estimates show these numbers to clients (scaled to each project's ZIP). Leave ranges blank to use the built-in defaults.

Primary ZIP

TierLow $/SFHigh $/SF

basic

standard

premium

luxury