Markup adds your profit and overhead to line item costs. A set of organization defaults then controls how tax, discounts, and extra charges appear on your bids, turning raw costs into the prices your clients see.

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 Reports view calculates markup amounts and price totals automatically; enable the markup columns from the Columns picker in the toolbar.

Administrators can set a default markup for each cost type (Material, Labor, Equipment, Subcontract, Other) in the Estimating defaults section of organization settings. As you type a percentage, a hint shows the margin it produces.

New line items that don't bring their own markup receive the default for their cost type. The default is stamped once, when the item is created; every line stays editable afterward, and changing the defaults later never touches existing items.

Set the Markup % field directly on each line item: click the Markup % cell in the line items table, or use the Markup field in the expanded line-item editor. Linking a line item to a product copies the product's markup onto the line item once; from then on, the line item keeps its own value.

Markup and margin are related but different. Markup is a percentage added on top of cost; margin is profit as a share of the final price. A 50% markup equals a 33.3% margin.

Click Set margin in the line items table toolbar to open the Set target margin dialog. Enter the margin you want, and Exayard shows the markup percentage that achieves it before you apply. Choose a scope: your selected rows, all items of the filtered cost type, or all items. Only priced items change; items without a cost are skipped, and the confirmation tells you how many rows were updated.

Configure sales tax in Estimating defaults: a Tax rate, an optional Tax label (defaults to Sales tax), and checkboxes for which cost types are taxable. Uncheck cost types your jurisdiction doesn't tax, such as labor. Bids then show a tax line calculated on the taxable share of the subtotal. A rate of 0 means no tax line at all.

Turn off Show tax on bids to keep tax out of the total; bids then carry a "Sales tax not included." note instead.

Below-the-line rows are percentage charges that sit between a bid's subtotal and its grand total, such as overhead, bonding, or contingency. Add up to six rows in Estimating defaults, each with a label and a percent. Every row is calculated from the subtotal (after any discount) and appears as its own labeled line on the bid.

Open a bid document and click Client view in the editor header to add a per-bid Discount: a percent or a fixed amount, with an optional label. The discount reduces the subtotal before below-the-line charges and tax are calculated.

The Exact total field in the same Client view popover rounds a bid to the number you choose, for example $25,000 even. The difference between the computed total and your target appears as a visible Adjustment line, so the bid's math always adds up in plain sight. Both the discount and the exact total lock once the client accepts the bid.

Subtotal, minus discount, plus below-the-line rows, plus tax, plus adjustment. That order produces the grand total on every bid.

Turn on Show cost-type totals on bids in Estimating defaults to add one line under the grand total splitting the bid subtotal by cost type, such as material versus labor. It is off by default. For controlling which prices clients see on a shared bid, see Sharing and sending bids.