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New: Consultant markups
Automate consultant markups for project planning and invoicing.
The hits keep comin' on the consultant track! We're committed to eliminating the hassle of consultant workflows.
Set automatic consultant markups for project planning and building invoices. No more manual calculations or tracking.
Here’s how to automate and track consultant markups:
- Set the default consultant markup by going to Settings > App Defaults > Consultant Markupor click here.
- When adding consultants in the project planner, the default markup will automatically be applied. (The markup can be edited as needed)
- When generating invoices, the markup is included in consultant totals.
- Consultant markups can be tracked in any project’s Financialstab.