Cost buildup
...
Cost buildup line items can include equipment and other project costs. They range from solar equipment to custom line items, and from general base costs to labor. A A margin can be applied directly to individual costs or on the total project.
Account administrators have the ability to set default project-level costs (base costs, labor, and margin) as well as solar equipment costs. On On the quote page, you will see all costs represented by a single $/W value that will appear in the Install Cost input field by default (highlighted below). Without updating the account defaults, this number will be $3.20/W.
...
Equipment costs & defaults
Upon account creation, your organization is set with default costs on modules, inverters, and project base costs of $1.00/W, $0.20/W, and $2.00/W, respectively. These can be changed at any time by any account administrator. Solar Solar equipment costs can be updated by clicking into the side navigation bar, then into Settings, and selecting the Equipment option.
Under both the Solar Modules and Inverters tabs, you can set the default costs. Setting Setting a default cost for a module -- similarly done for inverters -- sets that default cost for all modules. This is done by editing the input field in the top left (highlighted below).
...
From the sidebar menu, under Settings, the account administrator can also select Project Costs to both create custom line items and set project cost controls. Under Under the Additional Costs tab, there is an Add Costs button that allows users to create and store common line items to be used for all quotes (highlighted below).
...
Clicking the Add Costs button opens the Add Cost window, allowing you to create a specific line item. Each Each cost can be named and saved as a $ or $/W value (displayed below). The The cost amount can be left blank; a sales representative or manager will then input a cost for the line item when ultimately generating a quote.
Costs you add here can later be adjusted using the Edit option to change the name, amount, or category of a cost, or removed using the Remove option.
Project cost controls
While in the Project Costs window, there is also a Project Cost Controls tab (to the right of Additional Costs). Clicking Clicking this tab reveals a variety of defaults and constraints that can be set and applied to all jobs. Account Account administrators can set the project level margin, base costs, and project labor while also applying a constraint of a minimum margin to be applied (displayed below).
Related articles
You might also want to check out these related topics: