A Beta layout for an estimate's Summary, on both estimate engines — SmartBuild and Leads 2 Build. Each money section is one tinted box whose header keeps its cost, its markup and what the customer pays, open or closed. Every box ends with the same markup controls: $ or %, the amount, and Built into — which sections carry it — with the section's line markups underneath. Services are one line each, edited in their own window. Price approvals and $0 products sit in a banner at the top. On an estimate built in Leads 2 Build the same boxes hold its own controls: labor is Crew hours, Per sq ft, Flat bid or Off, the whole-job markup sits in Project markup with its own Built into ticks, and the total card gains Builder view and Customer view. Your prices do not change with the layout.
Also called: summary v2 · new estimate summary · section markups in each section · where did the markup go
- 1Turn on Estimate Summary v2 in Settings → Beta features (owner or admin).
- 2Use the bar at the top to jump to a section; Collapse all closes every box down to its numbers.
- 3A closed box keeps a thin coloured line along its bottom edge: where that box's markup went, one colour per section, so you can read every markup's split without opening anything. Hover it for the dollars; click it for See the markup. A box with no markup has no line.
- 4At the bottom of a box, set its markup and tick Built into: its own section keeps it inside; all three spreads it across the whole project; any two is also allowed.
- 5Click a service line to edit it, Save, and Undo from the note that appears if you change your mind.
- 6How labor is priced is one choice — Calculator, Fixed amount or Off — and the Labor box has Carries the project markup.
- 7The project markup and sales tax sit above the payment schedule; Builder view and Customer view stay at the bottom.
- 8On an estimate built in Leads 2 Build: How labor is priced is Crew hours, Per sq ft, Flat bid or Off; a section's markup stays inside that section on the customer's copy and a line's markup inside that line (an estimate sent before 23 October keeps the spread it was sent with); and the Whole job markup sits in the Project markup box, where Built into chooses which sections carry it.
Builders were unsure how their markups worked. The same line could be marked up in two places, labor in two more, and services had no markup near them at all — and the panel listed the sections in a different order from the page. One box per section with one set of markup controls puts every markup next to what it marks up. The arithmetic is the same arithmetic: switching the layout moves no number.
- Duplicate markup editors that meant different things
- A long page of oversized service cards
- An approval block buried mid-page
See the markup — where every markup lands
A window on the new Summary. Pick a markup — a section's own, the line markups, or the project markup — and it draws the three sections on one dollar scale, with ribbons from that markup into the sections that carry it, sized by dollars. Underneath: each section before and after, and the whole job before and after. Every dollar comes from the customer's own copy, so the picture and what the customer reads cannot disagree.
