Home > SI 2017 Documentation > Administrator Guide > Setup > Control Panel > Project Types

Project Types

Setting

 

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Project Types allow you to create some default settings for Mobile Quote. Project Types synchronize with Mobile Quote. This is where you can manage your Project Types.

 

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Project Types consist of the following fields tabs and fields.

General

 

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Name

Required field. Name your Project Type.

Labor Price/Hr.

This is the only way to charge for labor in Mobile Quote. This is the only field here that is not editable in Mobile Quote. This will be used to multiply by the labor hours associated with items that you sync to Mobile Quote.

Labor Difficulty Factor

This percentage will multiple the labor hours associated with item in Mobile Quote, e.g. if you set this to 150%, an item that was set to 1 hour of labor will now be set to 1.5 hours of labor.

Tax

Here you can set a default tax rate.

Labor Tax

Here you can set the default labor tax rate.

Systems

 

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Here you can add Systems to your Project Type. You can use the [Move Up/Down] buttons to set the default position of your Systems.

Locations

 

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Here you can add Locations to your Project Type. You can use the [Move Up/Down] buttons to set the default position of your Locations.

 

Mobile Quote does not allow for a hierarchy of Locations and Locations are named "Rooms" in Mobile Quote because it is a flat list.

Payment

 

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Use Retainer

Here you can choose whether to use a retainer by default in your Project Type.

Retainer Percentage

If you are using a retainer, here you can enter a percentage. Here in Project Types you can only set a percentage but in Mobile Quote you have additional options to add a fixed amount or an amount calculated from price per square foot and square footage.

Use Contingency

Here you can choose whether to require a contingency by default in your Project Type. Contingencies are used to give a range of pricing as Mobile Quote is a budgetary software.

Contingency Percentage

If you are using a contingency, here you can enter a percentage.

Permissions

 

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If you don't want your users to be able to adjust the information above within a Quote you can uncheck this box. This will limit their flexibility while using Mobile Quote.

Mobile Quote

 

Project Types are selectable in Mobile Quote when creating a new Quote:

 

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