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How To Make Global Changes To Your Rates (Taxes, Etc.)

Learn how to make global changes to your rates, including material taxes, labor burden, and more. 

Overview

The Rate Table Setup window has two purposes:

  1. Provide default values for new rates.
  2. Update a specific value in each rate for a specific category. 

You can use this feature to save time when initially creating a Rate Table or make last minute changes to things like material sales tax percentages and discounts.

Rate Table Setup Window

Navigate to the Rate Tables module of Estimating Link, then go to Services > Setup:


You will be presented with The Rate Tables Setup window containing groups of common fields for each of the different Rate categories:

Here, you can enter the values to use as defaults for your rates or update the values of existing rates.  After you've made changes and clicked OK, you will be prompted to confirm the changes.

If you select:

  • Yes - All your existing Rates in this projects Rate Table will be updated and new Rates will be set with these defaults.
  • No - Existing Rates will not change.  New Rates will be set with these defaults.

💡Tip: When starting a new Rate Table, use this feature to set your rate defaults first to avoid manually entering the data for each new rate created.