Settings

System configuration & company preferences

Financial Settings

Tax, accounting, labor rates, margins, and approval thresholds.

Tax Configuration

Sales tax applied to invoices and quotes.

NV sales tax rate (%)

Tax ID / EIN

Tax jurisdiction

Allow tax-exempt customers

Currently 6 customers marked exempt.

Accounting

Fiscal year, accounting method, and document numbering.

Fiscal year start

Accounting method

Default payment terms

Next invoice number

Invoice format

Quote format

Purchase order format

Job format

Labor Rates

Cost basis for job costing and payroll estimates.

Role	Regular	1.5x OT	2x DT	Effective
Master Installer	$72/hr	$108/hr	$144/hr	2024-07-01
Installer	$58/hr	$87/hr	$116/hr	2024-07-01
Fabricator	$62/hr	$93/hr	$124/hr	2024-07-01
Apprentice	$34/hr	$51/hr	$68/hr	2024-07-01
Crew Lead	$78/hr	$117/hr	$156/hr	2024-07-01
Project Manager	$92/hr	$138/hr	$184/hr	2024-01-15

Overtime threshold (hrs/wk)

OT multiplier

Labor markup on invoices (%)

Pricing & Margins

Default markup and per-job-type target margins.

Default markup (%)

Minimum margin (%)

Blended target (%)

Residential

Commercial

Custom Fabrication

Emergency Service

Warranty

Approval Thresholds

Amounts that trigger manager or owner review.

Quote — Level 1 (Manager)

Quote — Level 2 (Owner)

Invoice override threshold

Job budget override (%)

Expense — Level 1 approval

Expense — Level 2 approval

Threshold changes take effect immediately and apply to all new documents. Existing approvals are unaffected.