Cost buildup
Cost buildup is a feature that allows sales representatives and managers to create quotes by assigning costs to specific components of the designed system. For instructions on how to construct a quote using cost buildup, see OG copy_ How do I create a quote using 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 margin can be applied directly to individual costs or on the total project.
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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 equipment costs can be updated by clicking into the side navigation bar, then into the "menu" icon in the upper left corner of the page, then selecting Settings, and then selecting the Equipment option.
Under both the Solar Modules and Inverters tabs, you can set the default costs. 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).
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While in the Project Costs window, there is also a Project Cost Controls tab (to the right of Additional Costs). Clicking this tab reveals a variety of defaults and constraints that can be set and applied to all jobs. 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).
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