Adjust pricing parameters

Updated 1 year ago by Jake D.

Control the outcome of your estimate by adjusting the parameters.

  1. Open an estimate.
  2. On the Claim Info tab, click Parameters.
  3. In the Pricing category, set price list information, tax jurisdiction, and filters.
  4. Indicate whether the job is a new construction or if the repairs will be made by the homeowner or contractor.
  5. You can also set a default activity for the estimate. For example, if you are a contractor and you only perform the tear-down, you could set the default activity to – Remove, so that installation and replacement costs are not included in your estimate.

How Did We Do?


Powered by HelpDocs