Tune your rates & defaults

You’ll finish with: Sumitt priced with your real numbers, so every future quote starts right.

1. 1

   Open Tools → Settings.

   In the app: Open Settings

2. 2

   Check Payment details: account name, BSB, account number.

   These print on every quote and invoice so clients always know where to send money.

3. 3

   Set your Default markup, Deposit % and Min margin.

   These seed the margin gauge on every new quote. Keep the deposit at 10% for residential work. Sumitt warns above the AU cap.

4. 4

   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.

5. 5

   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.