Tune your rates & defaults
You’ll finish with: Sumitt priced with your real numbers, so every future quote starts right.
← All help articles- Open Tools → Settings.
In the app: Open Settings
- Check Payment details: account name, BSB, account number.
These print on every quote and invoice so clients always know where to send money.
- Set your Default markup, Deposit % and Min margin.
These seed the margin gauge on every new quote. Deposit caps set by law differ by state, job size and kind of work, and some places set none. Once your state is set, the builder warns you when a deposit goes over the cap for your quote. Where no law sets one, or it cannot tell if one applies or what it is, it warns over 10%, which is common practice.
- Edit any rate directly inside a quote’s Rate breakdown.
Rates are guidance, not gospel. Overwrite a rate while quoting and you’re pricing with your numbers, not ours.
- Set your region so starting rates match your market.
Capital-city and regional rates differ. The region setting adjusts the starting point per trade.
Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.