--- title: Utilizing Markups description: "**Objective**: In this video and/or step by step walkthrough, you'll learn about adding a markup on the estimate screen [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Utilizing-Markups.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Utilizing-Markups.mp4) #### Recap Section - Estimate Screen Your **Recap Section** is at the very bottom of your **Estimate** Screen If you…" url: "https://vectortakeoff.com/support/knowledgebase/utilizing-markups/" updated: "2022-03-29" category: Estimate Screen tags: - db - estimates - markup - recap --- # Utilizing Markups **Objective**: In this video and/or step by step walkthrough, you'll learn about adding a markup on the estimate screen [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Utilizing-Markups.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Utilizing-Markups.mp4) #### Recap Section - Estimate Screen Your **Recap Section** is at the very bottom of your **Estimate** Screen If you do not see it, you may need to make it available using these steps: - Left click the **Columns** Icon - Make sure **Cost Recap** checkbox is enabled ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_103-e1646842056601.jpg) #### Material Markups - Hover over the word **Material** in the first portion of the **Recap** section - Left click to open the **Manage Markups for Material** window ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_104-e1646842280351.jpg) #### Markup Records Module In this module you will see the **Total Gross** price in terms of **material** for this bid Left click on **Add Item** in the **Line Items** box ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_105.jpg) #### Add Item A line item has now been inserted with multiple fields - Left click in the **Description** field to give this markup a name - Click the drop-down under the **Type** section and choose one of the 3 markup options - Type a percent value in the **Markup** field For this example, we have added: - **Description**: Shipping tax - **Type**: Percentage - **Markup**: 10 Click **Cancel** or the **X** to exit without saving or click **Confirm** and watch the **Recap** total change for the **Material** tax class ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_106-1.jpg)   #### Recap Section On the **Estimate** screen in the **Recap** section, 10% of the **Gross Price** has now been added as a **Markup** to the Material tax class ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_107-1-e1646843457168.jpg) #### Delete Markup - Left click on **Material** to open the **Markup Record** - Click on the **trash can** icon to delete the **markup** - Hit **Confirm** The gross price will now be back to its original value ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_108-1.jpg) #### Flat Amount Markup Click on **Material** to open the **Markup Records** module In this example we have added: - **Description**: Tax - **Type**: Flat Amount - **Markup**: 1000 (added directly to gross price) Click **Confirm** to save your changes ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_1.jpg) #### Recap Total When you return to the **Estimate** screen, the $1000 has been added to the **recap** total for this tax class ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_2-e1646844215557.jpg) #### Labor Tax Class - Per Hour Markup Left click on the word **Labor** in the **Recap Section** to open the **Markup Records** Module ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_4-e1646844886708.jpg) #### Add Item Click **Add Item** For this example we have added: - **Description**: Per hour overhead - **Type**: Per Hour - **Markup**: 1 The markup value will multiply by the total hours to produce a dollar amount that will add to the recap total in our labor tax class, and reflected in the recap total ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_5.jpg) #### Overhead Markups Left click on the word **Overhead**to open the **Markup Records** module ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_6-e1646846979864.jpg) #### Add Overhead Item Click **Add Item** For this example we have added: - **Description**: Overhead - **Type**: Percentage - **Markup**: 10 By adding this item, 10% of the total gross price from all tax classes on this job will be added to the total cost of the job as overhead Click **Confirm** to save changes ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_7.jpg) #### Profit Markups Left click on the word **Profit** to open the **Markup Records** module ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_8-e1646847484239.jpg) #### Add Profit Item By default a **Profit** line item has already been created for you For this example we have: - **Description**: Profit - **Type**: Percentage - **Markup**: 10 Once you make these changes, the **Contract Amount** will change to reflect them Click **Apply**to save changes ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_9.jpg) #### Recap Section Once you click **Apply** and return to the **Estimate** screen, the 10% shows up as a total in the **Profit** section and the **Contract Amount** is finalized reflecting Profit and the other markups ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_10-e1646848067467.jpg) #### Contract Amount Click on the word **Profit** to enter the **Profit Information** screen where you can make changes By typing directly in the **Contract Amount** box you can influence the Percentage, Flat Amount or Per Hour rate For this example, we have clicked inside the **Contract Amount** text box and entered **60000** The module will back-calculate and figure out what **Percentage** will account for the difference between **Total Gross** and the new desired**Contract Amount** Click **Apply** to return to the **Estimate** screen where the Profit changes based on the back calculation. These changes are reflected in the **Recap Section** ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_11.jpg)