Set your company name and details displayed in the tool header.
Company Info
Tech Roster & Billable Rates
Set the billable hourly rate for each technician — this is what you charge the client per labor hour, not what you pay the tech. These rates are used to calculate the labor portion of every contract price.
Technicians
Name / Role
Type
Billable Rate ($/hr) — charged to client
Active
Default Visits Per Year
Contract Discounts
Set the discount percentage applied to 3-year and 5-year contracts. These flow through to all pricing cards in the tool.
Multi-Year Discounts
Example: 3% means a $10,000 base price becomes $9,700/yr on a 3-year contract.
Trade Configuration
Add, reorder, or disable trades. Each trade gets its own emoji, name, and accent color in the pricing tool.
Active Trades
Icon
Trade Name
Accent Color
Visible
Tasks & Default Labor Hours
Edit task names, unit types, default hours per unit per visit, and default visits per year for each trade.
Markup / Multiplier Tables
Each trade has its own materials markup table. The tool looks up the multiplier based on total consumables cost and applies it to price materials.
Save / Export / Import
All settings are saved in your browser automatically when you click Save. Export a JSON backup or import settings from another device.
Browser Storage
Settings are stored in your browser's local storage and persist across sessions on this device.
Export Settings
Download a JSON file with all your configuration. Use this to back up settings or move them to another device.
Import Settings
Import a previously exported settings.json file. This will overwrite all current settings.
You have unsaved changes in Admin. They're applied to the tool live but won't persist until saved.