Margin Controls

Manage Margin Through Pricing Items

MyRoofCRM uses item-level margin controls in Product List and Additional Price Lists.

Use these controls to shape profitability:

  • Base margin in Product List (default pricing)
  • Override margin in Additional Price Lists

Set Base Margin in Product List

  1. Open /pricing/productlist.
  2. Add a new item or edit an existing one.
  3. Set Material, Labor, and Margin (%).
  4. Confirm calculated price and save.

Formula: Price = (Material + Labor) * (1 + Margin / 100)

Override Margin in an Additional Price List

  1. Open /pricing/price-lists.
  2. Edit a list.
  3. Include items and set Margin % overrides where needed.
  4. Save changes.

Override margin applies only to that price list context.

When to Use Margin Overrides

Use overrides for targeted scenarios such as:

  • Different market/region strategies
  • Premium packages
  • Temporary margin experiments

Keep your Product List margin as the baseline and use overrides only where required.