Markup adds your profit margin and overhead to line item costs. Each line item has its own Markup % field, and your organization has a default markup percentage that applies to new products.
How markup works
Markup is a percentage applied to each line item's cost per unit. If a paver costs $8.00 per square foot and you set markup to 25%, the price becomes $10.00 per square foot. The markup amount and total price are calculated automatically in the Reports view.
The line item report shows several markup-related columns: Markup %, Markup each (markup per unit), Markup total (total markup for all units), Price each (cost plus markup per unit), and Price total (total price for all units). Toggle these columns from the column picker.
Setting markup per line item
Set the Markup % field directly on each line item. In the line items table, click the Markup % cell and type a value. In the line item editor drawer, the markup field appears below cost and unit of measure.
When a line item is linked to a product, it inherits the product's markup percentage. You can override the inherited value by editing the line item's markup directly.
Organization defaults
Your organization has a Default markup percent set in organization settings. New products default to this rate. The default is 20% for new organizations. To change it, update the value in your organization settings.
Your organization also stores a Default tax rate for reference. This rate is available as a baseline when configuring tax calculations for your projects.
Markup on products
Products in your product lists each have their own markup percentage. When you link a product to a line item, the line item inherits the product's markup. If you update the product's markup, linked line items reflect the change.
Set product markup in the product form when creating or editing products in your product lists. The markup field appears as a percentage input alongside cost per unit and unit of measure.
Viewing totals in reports
The Reports panel in the project workspace shows calculated totals. Switch between Takeoffs and Line items report types. The line items report displays cost totals and price totals (cost plus markup) for each row.
Group line items by Takeoff, Line item, SKU, Folder, or Cost type to see subtotals for each group. Export the report as XLSX or CSV using the Export button in the toolbar.
Pricing strategy
Your markup percentage should cover overhead, insurance, vehicle expenses, marketing, administrative time, and your target profit margin. Many contractors use 15-25% as a starting point, then adjust based on actual overhead and market conditions.
You can set different markup percentages for different cost types. Materials might carry a lower markup than labor or specialized subcontract work. Since markup is per line item, you have full control over pricing granularity.
