How to Use the Breakdown Table in Quotes

Overview

Use the breakdown table in quotes to view, compare and adjust budgeted costs.

Go to Details > Summary in a quote overview or cost centre US: Cost Center. A method for separating operational costs of the business for reporting and financial management. to view a breakdown of the quote profitability and ensure that the requirements of a quote have been filled. You can use the activity timeline to the right to assist in understanding changes that have been made to the quote and their potential cost impacts. Learn more in How to Use the Activity Timeline.

In a breakdown of a single cost centre, you can also lock the cost centre, adjust the discount / fee and tax applied, as well as edit the sub total and total of the quote. Additionally, you can view an extra section above the breakdown table with a list of all billable quantities of materials and labour.

In the breakdown table of a quote overview, you can view the total costs from all of the cost centres.

A similar breakdown table is also available for jobs. Learn more in How to Use the Breakdown Table in Jobs.

You can only lock costs and adjust totals for breakdown tables within a cost centre.

View the breakdown table in service quotes

Optional cost centres are not included in the breakdown table.

In service quotes, the breakdown table includes the following values:

Materials Cost	The total estimated cost of all billable materials added to the cost centre. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Resources Cost	The total estimated costs associated with labour and plant Equipment that your business owns and maintains, such as vehicles, mobile devices, machinery, specific tools, etc. resources added to the cost centre, including overhead. Click the grey drop-down arrow to view the following costs: Labour is the total estimated costs associated with labour resources, excluding the overhead. Labour Hours is the total number of labour hours added to the quote. Commission is the resource's commission rate added as a cost of the job. Commissions appear only if an eligible salesperson is assigned to the job. Overhead is the total overhead The costs required to run a business, including rent, accounting fees, marketing, vehicles, internal staff and management wages, and other costs. In Simpro Premium, this figure should be consistent across System Setup and your employee card files. recovery that applies to the quote based on the number of applicable resource hours.
Materials Markup	The overall markup The percentage added to the cost price to achieve the total sell price. on materials in absolute value. This figure represents the difference between the total materials cost and the total material sell The price of the job as sold to your customer. This can be either including or excluding tax.. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Resources Markup	The overall markup on resources in absolute value. This figure represents the difference between total resource cost and total resource sell.
Membership Discount	The discount applied by the membership you have sold or allocated to the customer. Learn more in How to Use Memberships in Workflows.
Discount / Fee	The discount or fee added as an absolute value or as a percentage of the combined Materials Cost, Resources Cost, Materials Markup, and Resources Markup.
Sub Total	The combined Materials Cost, Resources Cost, Materials Markup, Resources Markup and Discount / Fee.
Tax code applied	The tax applied to the Sub Total.
Total	The combined Sub Total plus tax.
Gross P / L	The difference between total estimated direct costs excluding overhead and the Sub Total. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Gross Margin	The Gross P / L divided by the Sub Total as a percentage.
Nett P / L	The difference between total estimated direct costs including overhead and the Sub Total. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Nett Margin	The Nett P / L divided by the Sub Total as a percentage.

View the breakdown table in project quotes

Optional cost centres are not included in the breakdown table.

In project quotes, the breakdown table includes the following values:

Materials Cost	The total estimated cost of all billable materials added to the cost centre. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Resources Cost	The total estimated costs associated with labour and plant Equipment that your business owns and maintains, such as vehicles, mobile devices, machinery, specific tools, etc. resources added to the cost centre, including overhead. Click the grey drop-down arrow to view the following costs: Labour is the total estimated costs associated with labour resources, excluding the overhead. Labour Hours is the total number of labour hours added to the quote. Commission is the resource's commission rate added as a cost of the job. Commissions appear only if an eligible salesperson is assigned to the job. Overhead is the total overhead The costs required to run a business, including rent, accounting fees, marketing, vehicles, internal staff and management wages, and other costs. In Simpro Premium, this figure should be consistent across System Setup and your employee card files. recovery that applies to the quote based on the number of applicable resource hours.
Materials Markup	The overall markup The percentage added to the cost price to achieve the total sell price. on materials in absolute value. This figure represents the difference between the total materials cost and the total material sell The price of the job as sold to your customer. This can be either including or excluding tax.. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Resources Markup	The overall markup on resources in absolute value. This figure represents the difference between total resource cost and total resource sell.
Membership Discount	The discount applied by the membership you have sold or allocated to the customer. Learn more in How to Use Memberships in Workflows.
Discount / Fee	The discount or fee added as an absolute value or as a percentage of the combined Materials Cost, Resources Cost, Materials Markup, and Resources Markup.
Sub Total	The combined Materials Cost, Resources Cost, Materials Markup, Resources Markup and Discount / Fee.
Tax code applied	The tax applied to the Sub Total.
Total	The combined Sub Total plus tax.
Gross P / L	The difference between total estimated direct costs excluding overhead and the Sub Total. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Gross Margin	The Gross P / L divided by the Sub Total as a percentage.
Nett P / L	The difference between total estimated direct costs including overhead and the Sub Total. Non-billable items are included or excluded depending on what you have selected in the Billable Parts & Labour tab.
Nett Margin	The Nett P / L divided by the Sub Total as a percentage.

Lock a cost centre

There are multiple ways to lock a quote:

To lock the entire quote, go to Project Overview > Adjustments.
To lock multiple cost centres, go to the Cost Centre List.
To lock a single cost centre, go to the breakdown table in the Details > Summary.

The Project Overview and Cost Centre List lock the job according to what you have defined in System > Setup > Defaults > System > Jobs. When locking a single cost centre, you can choose how the cost centre locks.

Lock an individual cost centre

Above the breakdown table in individual cost centres, there are two possible options for locking cost centres:

Lock Estimates and Price

Lock the sub-total and total but still allow changes to individual items and labour.

Any further changes you make display in the Revised column.

Lock Items and Price

Lock the cost centre and prevent changes to individual items and labour.

Revised budget

Any changes that you make after locking estimates and price update the Revised column. You may wish to lock the revised budget before starting the project so that the total does not change continually while the quote is in progress.

Once the revised budget is locked, you won't be able to adjust the labour or any of the items or you have already added. You can still make items non-billable, edit pre-builds and add new items as necessary, but this does not affect your totals.

Adjust totals

Add a fee or discount

To add a discount / fee inside a cost centre:

Click the icon.
Then select Down / Up.
Under Adjust Price, enter the fee or discount as a percentage or an absolute value.
Select if the discount / fee is Tax Inclusive.
Click Update.

If the customer has an active membership, fees or discounts added to a quote or job sum with the membership discount to appear as one value on forms and in invoices. Learn more in How to Use Memberships in Workflows.

Adjust sub total or total

To adjust the sub total or total inside a cost centre:

Click the icon.
Enter the new Cost Centre Price.
Select a Tax Code.
Click Update.

When the sub total or total has been adjusted, the icon is green.

To remove the changes and return to the original sub total or total:

Click the icon.
Click reset.
Click Update.

How to Use the Breakdown Table in Quotes

Overview

Revised budget

Materials

Labour

Add a fee or discount

Adjust sub total or total