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1. Open Settings

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Click Settings from the main sidebar to access your account configuration options.

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2. Go to Defaults

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Click Defaults to access your default configuration settings.

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This section is where you can manage preset values used across your account.

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3. Go to Profit Calculation Info
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Scroll to the Profit Calculation Info section. This is where you can set the default values used to help calculate estimated profit when creating an estimate.

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Enter the default number of labour hours you want to use when calculating estimate profitability.

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For example, entering 8 means Clientility will use 8 labour hours by default when helping calculate profit.

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4. Enter the Default Number of Employees
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Enter the default number of employees usually needed for a job.

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This helps calculate labour costs more accurately when estimating profitability.

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5. Enter the Default Hourly Rate
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Enter the default hourly rate used for labour cost calculations.

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For example, entering 25 means Clientility will calculate labour costs using $25 per hour by default.

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6. Enter the Default Miscellaneous Cost
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Enter a default miscellaneous cost you want included in profitability calculations.

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This can be used for extra job costs that are not tied to a specific line item, such as small supplies, travel, or other general expenses.

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Note
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These default profit calculation settings will apply to all new estimates being built moving forward.

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You can still customize the labour hours, number of employees, hourly rate, and miscellaneous costs on a per-estimate basis when needed.