Custom Costbooks allow you to store lists of estimate cost items that you can use when creating estimates.

To copy items from a custom costbook into an estimate,

  • Go to the screen where you add items to an estimate (open the job, then select "Estimate")

  • Tap the + button in the Estimate Items screen to add an estimate item, 

  • Select "From A Costbook". 

  • Select your custom costbook, 

  • Select an item, or group of items, 

  • Tap "Copy Item" in the upper right corner.

To manage your custom costbooks, 

  • Tap "Custom Costbooks" in the Home screen (main menu)

  • Tap + to add a custom costbook. 

  • Tap on one of the costbooks in the list.

  • Tap on Items to view the list of items.

  • Tap + to add items to the custom costbook. 

  • Tap Edit (or swipe left) to delete items from the custom costbook.

Cost Modification Factors

Cost Modification Factors allow you to automatically adjust costs in the custom costbooks up or down by a specified percent as cost items are copied into jobs.

To set the cost modification factors in a custom costbook:

  • Tap "Custom Costbooks" in the Home screen (main menu)

  • Select a custom costbook.

  • Tap the "Info" tab at the top of the screen. 

The prompts for the cost modification factors appear on this screen. There is a separate cost modification factor for each cost type.

Notes about the cost modification factors:

  • A cost modification factor of 1 means that costs will not be modified (muliplied by 1).

  • A cost modification factor of less than 1 (but greater than zero) means that costs will be decreased (multiplied by that amount). For example, a cost modification factor of .97 means that costs will be reduced by 3%.

  • A cost modification factor greater than 1 means that costs will be increased (multiplied by that amount). For example, a cost modification factor of 1.03 means that costs will be increased by 3%.

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