You can explore the Project Types settings in the Control Panel to create defaults for Mobile Quote. Once created, project types synchronize with Mobile Quote.
To access the Project Types settings, click the following icon.
This will open the following form.
Add and Manage Project Types
You can as many new project types as you would like to.
Click New to add a new project type. The form will display the following tabs and fields.
General
The following are the settings in the General tab.
The following are the general settings.
Setting | Description |
Name | Name your project type.
This is a required field. |
Labor Price/Hr | This is the only way to charge for labor in Mobile Quote. This is the only field here that is not editable in Mobile Quote.
This will be used to multiply by the labor hours associated with items you sync to Mobile Quote. |
Labor Difficulty Factor | This percentage will multiply the labor hours associated with the item in the Mobile Quote view.
For example, if you set this to 150%, an item set to 1 hour of labor will now be set to 1.5 hours. |
Tax | Here, you can set a default tax rate. |
Labor Tax | Here, you can set the default labor tax rate. |
Systems
Here, you can add systems to your project type.
You can use the Move Up button and the Move Down button to set the default position of your systems.
Locations
Here, you can add locations to your project type.
You can use the Move Up button and the Move Down button to set the default position of your locations.
Mobile Quote does not allow for a hierarchy of locations; locations are named "Rooms" in Mobile Quote because it is a flat list.
Payment
The following are the settings in the Payment tab.
The following are the general settings.
Setting | Description |
Use Retainer | Here, you can choose whether to use a retainer by default in your project type. |
Retainer Percentage | If you are using a retainer, you can enter a percentage here.
In project types, you can only set a percentage, but in Mobile Quote, you can add a fixed amount or an amount calculated from the price per square foot and square footage. |
Use Contingency | Here, you can choose whether to require a contingency by default in your project type.
Contingencies are used to give a range of pricing as Mobile Quote is a budgetary software. |
Contingency Percentage | If you are using a contingency, you can enter a percentage here. |
Permissions
If you don't want your users to be able to adjust the information above within a quote, you can uncheck this box. This will limit their flexibility while using Mobile Quote.
Once you have updated all the settings, click Save.
Project Types in Mobile Quote
Project types are selectable when creating a new quote in the Mobile Quote view.