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Set crew rates, markup and calibration

Set your labor cost, crew size and margins, calibrate the hours to your crew, and override them on one project.

Updated

Your crew rates turn the estimated hours into labor cost, and your margins turn cost into the client price. Set them once for the workspace, then override them on a project when a job is different.

Set your default crew rates

  1. Select Settings in the sidebar, then the Crew Pricing tab.
  2. In Default Crew Rates, fill in:
    • Labor Cost per Worker-Hour ($): your fully loaded cost per worker, not your billed rate.
    • Crew Size (workers): a bigger crew shortens the timeline. It does not cut labor cost.
    • Project Management Fee (%) and Target Profit Margin (%): both are a percent of the client price. Together they must stay under 100%.
  3. Select Save Crew Rates.
The Default Crew Rates card with labor cost, crew size, management fee and profit margin, and Save Crew Rates ringed.
Default Crew Rates in Settings.

Calibrate to your crew

The engine estimates hours at a reference pace. Calibration scales every estimate to how fast your crew really works. Your rates and margins do not change.

  1. In Calibrate to your crew, pick a Reference build you know well.
  2. Enter What it actually took (total worker-hours). Add up every worker's hours: 2 workers for 40 hours is 80.
  3. Select Calibrate. The card shows the factor your crew runs at.
The Calibrate to your crew card with a reference build, worker-hours field and the Calibrate button ringed.
Calibrate to your crew.

When your recent completed jobs suggest a new factor, the card offers a Use × button to apply it.

Set a default payment schedule

In Default Payment Schedule, add milestones with + Add milestone. Each needs a percent, a label and a due trigger, and the percents must total exactly 100%. Select Save Settings.

Override one project

  1. Open the project and select the Settings tab.
  2. In Crew Pricing Override, fill in only what differs: Cost per Worker-Hour ($), Management Fee (%), Profit Margin (%), Crew Size or Crew Calibration (×). Blank fields use the workspace default.
  3. Select Save Settings.

See the result in the Cost tab: Read the estimate and cost breakdown.