Pipeline & deals

How do I set a labor minimum for a type of work?

Set a minimum charge for a category of service work, and estimates add the difference automatically.

Open Products, edit a service item, and fill in "Labor minimum for" its category. When an estimate's lines in that category cost less than the minimum, Coastline adds a Labor Minimums section with one line for the difference.

The minimum belongs to the category, not the item, so every service in Framing shares one. Say Framing has a $300 minimum and an estimate has 4 LF at $15. That work costs $60, so a $240 Labor Minimums line is added. Add more Framing work and the line shrinks, then disappears once the work reaches $300.

The minimum counts your cost, and the section's margin is added on top like any other section. Only service items count; products never do.

To skip it on one estimate, choose Waive next to the line. A "Labor minimum waived" note stays under the section with a Restore link to bring it back. Approved estimates keep the lines they were approved with, so Waive is off there.

Clear the field on the item to remove a category's minimum. Estimates already built keep their lines until a service line on them changes.

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