Markup adds your profit margin and overhead to line item costs. Each line item carries its own Markup %, and products store a markup that copies onto line items when you link them.
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.
A line-item report can show these markup columns:
Column | Meaning |
Markup % | The markup rate on the line item |
Markup each | Markup amount per unit |
Markup total | Markup across all units |
Price each | Cost plus markup per unit |
Price total | Total price for all units |
Only Price total is shown by default. The rest are hidden until you enable them from the Columns picker in the toolbar.
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 expanded line-item editor, the Markup field sits alongside the Cost field.
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. Editing the product's markup later does not change line items already linked, and you can always edit a line item's markup directly.
Markup on products
Each product in your product lists stores its own markup percentage. New products start with an empty markup field (the input shows a placeholder of 0); there is no organization-wide default that fills it in.
Set product markup in the product form when creating or editing products. The markup field appears as a percentage input alongside cost per unit and unit of measure. Linking the product to a line item copies this value onto the line item.
Viewing totals in reports
The Reports panel in the project workspace shows calculated totals, including price totals (cost plus markup). Use the report selector to pick a report, then export it as XLSX or CSV with the Export button in the toolbar.
The line-item reports come grouped by takeoff, SKU, folder, or cost type, each showing subtotals per group. Choose Line items for the flat, ungrouped view. Takeoff reports cover the measurement side.
Because markup lives on each line item, you can vary it by cost type — for example, a lower markup on materials than on labor or subcontract work.