Quote Dashboard

Manage planned maintenance service agreements

New Quote

Build your planned maintenance service quote

Customer Info

Market Tier

Hourly rate applied to all equipment

Pricing Controls

%
%
%
%
%
Calculated Visits
Total minutes / year0 min
Total hours / year0 hrs
Total days / year0 days
Min hrs / visit8.0 hrs
Total visits / year-

Scope of Work

Total Annual PM Cost
$0.00
Gross Margin
Total Revenue $0.00
Burdened Labor Cost $0.00
Total Hrs / Year 0.00
Gross Margin % -

Equipment List

Click a category to expand · click the arrow on a row to add unit-level details

New Install Quote

Build your installation project quote

Customer Info

Scope of Work

Exclusions

Market Tier

Hourly rate applied to labor

Pricing Controls

%
%
%
%
%

Cost & Margin

Total Cost
$0.00
Gross Margin
Total Revenue$0.00
Burdened Cost$0.00
Gross Margin % -

Cost Breakdown

Enter costs - customer prices calculated automatically from markups
Labor
Equipment
DescriptionOur Cost ($)Customer Price
Material
DescriptionOur Cost ($)Customer Price
Refrigerant / Glycol
DescriptionOur Cost ($)Customer Price
Rental Equipment
DescriptionOur Cost ($)Customer Price
RATE MANAGEMENT

Customer Rate Cards

Hourly rates, fees, markups & compliance

Customers
0
Under Contract
0
Avg Hourly Rate
$0
Avg Gross Margin
-

New Customer

Customer rate card and pricing details

Customer Info

Labor Rates

$
$
$
$
$

Trip Charges

$
$

Fees

$
$
$
$
$

Markups

%
%
%

Gross Margin

Hourly vs Fully Burdened
Hourly Rate$0.00
Fully Burdened$0.00
Gross Margin %-
Burdened rate pulled from Settings > PM Fully Burdened Labor Rate

Misc Charges Reference

Reference list applied to all customer rate cards

Charges

Pricing Term Sheet

Reference labor and trip rate tiers for all customers

Labor / Trip Rates by Revenue Tier

Settings

Manage rates, company info, agreement theme & terms

PM Market Tier Rates

PM Fully Burdened Labor Rate

× total annual hours = labor cost

PM Sales Tax

% of subtotal added to customer total

PM Terms & Conditions