Cost + Margin for no-quote jobs

Bills no-quote jobs as materials and receipt costs x (1 + markup%) plus approved labour at charge-out rate. Labour and expense/material billing can be toggled.

Use Cost + Margin for eligible jobs without a linked quote when billing should be based on recorded costs and approved chargeable labour.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office. A role name alone does not override the permissions set by your business.

Where to find it: Jobs > Job > Money > Cost + Margin.

Check that the job is genuinely source-less, record materials and receipts accurately, and confirm approved labour and charge-out rates. Decide which cost types are billable.

Using this guide in United States

  • Set your business country in Business settings before entering customer addresses or preparing documents. The country selected on the public website does not change an existing business.
  • Check the business currency (USD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.
The job-costing report separates revenue and cost information for the example business. For a no-quote job, select and verify its billing method separately; this report alone does not set Cost + Margin.
Demo screenshot. The job-costing report separates revenue and cost information for the example business. For a no-quote job, select and verify its billing method separately; this report alone does not set Cost + Margin. Select the image to view it at full size.

Step by step

  1. Open Jobs, choose a job that does not have a linked quote, then open the Money tab.
  2. Turn on Cost + Margin for the job.
  3. Set the margin percentage and choose whether labour and expense/material costs are billable.
  4. Use the billing action for unbilled costs only after the costs and approved labour are correct.

Worked example

With illustrative $1,000 material costs, a 20% markup and four approved labour hours at $90, the basis is $1,200 plus $360 labour before applicable tax. Review the unbilled records before billing.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Reconcile the proposed amount to source costs and approved time. Check previously billed markers so the same work is not charged twice.

Limits and troubleshooting

The percentage is a markup on cost, not the same as a gross-margin percentage on revenue. This workflow is for eligible no-quote jobs; it does not replace the accepted-quote billing path.

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