How to set your Default Rates & Markup/Margin

Step 1: Navigate to Settings

1. Go to Admin.
2. Select the Settings tab.

Step 2: Set default Markup or Margin

1. Tick the boxes next to:
   • Materials
   • Disbursements
   • Other
2. Choose whether you want to apply Markup or Margin from the dropdown.
3. Enter the percentage (%) you want to apply to each category.

Step 3: Set a default hourly labour rate

1. Locate the Default Hourly Labour Rate section.
2. Choose one of the following:
   • Select an existing labour rate, or
   • Create a custom labour rate
3. Click Save.

💡 Setting a default labour rate means users won’t need to manually select their name when entering timesheets.