Markup in Company Profile

When creating a new Job Order, the markup rate from the Operational Information widget will default, however, this box is completely editable. If you need to make any modifications for a specific job, you may do so. Once the markup has been confirmed, it will also make the proper adjustments for the pay and bill rate.

To start, you can locate this feature within the Operational Information widget on the Company Overview page. Click the edit pencil and scroll down until you find the three fields with the “Markup %”.


Once the markup for that company has been distinguished, it will lock in the rate and automatically be applied to any new Job Order. This will provide a standard profit rate for each new job order created under that company.

No markup needed? No problem. Enter “0” within the designated field and it will act as if the system never changed.


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