Quote editor: adjustments, taxes and totals
Add discounts or markups as dollars or percentages, choose what the homeowner can see, apply taxes, and read every total line from subtotal to grand total.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
3:43
Scenes
6
Lesson
6.6 · Proposals & quotes
File name
06-06 quote-editor-pricing.mp4
Before you record
- A quote with items and one required tax configured.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Quote editor: adjustments, taxes and totals | /edit/report/[reportId] | Title card, then the first screen of the lesson. | Discounts, taxes and the totals block: let us make the numbers add up and look right. |
| 1 | 0:2047s | Add an adjustment | /edit/report/[reportId] | In "Price Adjustments" click "Add Adjustment Item". Choose Type Discount or Markup, give it a Name and a Dollar value ($) or Percentage (%). | A spring discount, a steep-roof markup: adjustments live here, in dollars or percent. |
| 2 | 1:0747s | Decide visibility | /edit/report/[reportId] | Flip "Visible" off on an adjustment, and optionally edit the card's "Section Title" and its own Visible switch. | Visible off means the homeowner sees the final number but not the line. Useful for internal markups. |
| 3 | 1:5447s | Apply taxes | /edit/report/[reportId] | In the totals block, under "Applied taxes", add an optional tax from the list. Note any tax flagged "Required". | Required taxes are already on. Add an optional one here if this county has an extra rate. Tax-exempt items like labour are left out of the taxable subtotal. |
| 4 | 2:4147s | Read the totals | /edit/report/[reportId] | Read top to bottom: Quote subtotal, Taxable subtotal, adjustments, Applied taxes, Tax total, Total, then Grand Total. | Subtotal is the items. Taxable subtotal is the part taxes apply to. Total adds tax and adjustments, and Grand Total repeats it in large type: that is the number on the option card. |
| 5 | 3:2815s | Recap & next lesson | /edit/report/[reportId] | Hold on the finished result, then the end card. | Pricing finished. Next the Inspection page, where photos tell the story. |
Narration, in order
0. Intro: Quote editor: adjustments, taxes and totals
0:00 · 20sTitle card, then the first screen of the lesson.
Discounts, taxes and the totals block: let us make the numbers add up and look right.
1. Add an adjustment
0:20 · 47sIn "Price Adjustments" click "Add Adjustment Item". Choose Type Discount or Markup, give it a Name and a Dollar value ($) or Percentage (%).
A spring discount, a steep-roof markup: adjustments live here, in dollars or percent.
Show before cutting: The row shows Name / Dollar value / Percentage / Visible / Action and the totals move.
2. Decide visibility
1:07 · 47sFlip "Visible" off on an adjustment, and optionally edit the card's "Section Title" and its own Visible switch.
Visible off means the homeowner sees the final number but not the line. Useful for internal markups.
Show before cutting: Hidden adjustments still affect the total but do not print as a line.
3. Apply taxes
1:54 · 47sIn the totals block, under "Applied taxes", add an optional tax from the list. Note any tax flagged "Required".
Required taxes are already on. Add an optional one here if this county has an extra rate. Tax-exempt items like labour are left out of the taxable subtotal.
Show before cutting: Taxable subtotal excludes tax-exempt items; Tax total and Total update.
4. Read the totals
2:41 · 47sRead top to bottom: Quote subtotal, Taxable subtotal, adjustments, Applied taxes, Tax total, Total, then Grand Total.
Subtotal is the items. Taxable subtotal is the part taxes apply to. Total adds tax and adjustments, and Grand Total repeats it in large type: that is the number on the option card.
Show before cutting: Grand Total repeats Total in large type; it is what the homeowner is asked to sign for before optional upgrades.
5. Recap & next lesson
3:28 · 15sHold on the finished result, then the end card.
Pricing finished. Next the Inspection page, where photos tell the story.
Related lessons
Quote editor: options, sections and items
Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.
Proposals & quotesBeginner10 min
Authorization page: disclaimer, upgrades, selections and signers
Set up the page the homeowner signs: the disclaimer, optional upgrades they can add, product selections such as shingle colour, the quote profit margin, signers and footer notes.
Proposals & quotesIntermediate8 min
Taxes: required and optional rates
Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.
Settings & integrationsIntermediate5 min
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