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Trades settings

Margin, dual pricing, payment schedules, draw review and tags.

Open Trades settings from the menu. Owners and managers can change:

Business name, state and license number for your estimates and contracts.
Target margin: new estimate lines are priced so they hit this margin (price = cost ÷ (1 − margin)).
Show cash price and card price: dual pricing. The card price is figured from your card rate; your terminal applies it.
Review each draw against actual costs before it can be sent: on by default. When a phase finishes, its payment waits for you to check actual costs.
How progress draws are figured: percentage plus adjustment lines (a percentage of the current contract plus line adjustments) or cumulative.
Tag the customer’s contact at each step and the Rowan Trades menu.