Configure Markup and Margin

What this guide covers

This guide explains how to configure markup and margin settings for pricebook items. Understanding these settings helps you price parts and services profitably.

Markup vs. margin

• Markup is calculated on cost: a 50% markup on a $100 cost item means you charge $150.
• Margin is calculated on the selling price: a 33% margin on a $150 selling price means your profit is $50.

Both represent the same profit, but the percentage differs. JobsiteOn supports both calculations.

Setting markup on a part

1. Navigate to /pricebook.
2. Open the part you want to configure.
3. Click Edit.
4. Enter the Cost (your purchase price).
5. Enter the Markup %.
6. The Default Price calculates automatically based on the markup.
7. Click Save.

Screenshot: The part edit form showing cost, markup percentage, and the auto-calculated selling price.

Setting a global default markup

To apply the same markup to all new parts:

1. Navigate to /settings > Pricebook.
2. Enter the Default Markup %.
3. Click Save.

New parts auto-fill this markup when created. You can still override it per item.

Viewing margins in reports

When both cost and price are set on a part:

• The Pricebook list shows the margin percentage per item.
• Profitability reports include part margins alongside labor revenue.
• Job costing accounts for material margins.

Tip: Review your markup percentages quarterly. Material costs change and your selling prices should adjust to maintain target margins.

Manual price override

If you set the price manually instead of using the markup calculator, JobsiteOn back-calculates the effective margin and displays it on the item detail page.

Note: Markup settings do not apply to services. Services are typically priced based on labor rates and market conditions rather than cost-plus calculations.

Related articles

• Add Parts and Materials
• Set Pricing Tiers
• Manage Pricebook Services and Parts