PlanIt Estimating · Profit Check

Check the profit on a job before you send the quote

What does this do?

Step 6 shows what the job is worth to you: selling price, estimated cost, gross profit and margin. It is for your eyes only and never appears on anything the customer sees.

How to use it

  1. Open Estimating and press ▶ Calculate All Rooms on step 4 · Calculate Quote so the figures are up to date.
  2. Go to step 6 · Profit Check in the sidebar (or More → Reports, which opens the same screen).
  3. Stay on the 📊 Dashboard tab. The four boxes show Selling Price (ex VAT), Estimated Cost (materials, labour and extras), Gross Profit and Margin.
  4. Below them, Gross Profit, Material Margin and Labour Margin show where the profit is coming from, with a quote health note if a margin looks thin.
  5. Check 📈 Revenue Breakdown and 📉 Cost Analysis for the totals behind the figures.
  6. If you have changed prices on another step, press 🔄 Refresh from Quote to bring the numbers up to date.
  7. Press ◀ Return to Quote to go back and adjust, or Next: Send Quote ▶ when you are happy.
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Related guides

Try what-if prices without changing the quote

The What-If tab lets you play with material and labour rates, waste and area and see the projected profit straight away. Nothing you type here changes the real quote.

Profit Check

Save a quote to history and compare past quotes

Save to History keeps a snapshot of each quote's revenue, cost, gross profit and margin so you can look back at them side by side. The saved list also feeds the Management dashboard.

Profit Check

See your most and least profitable jobs

The Management tab turns your saved quote history into a business view: your best and worst jobs, margin by product type and revenue month by month. Use it to spot what to sell more of and what to re-price.

Profit Check

Calculate the job and find the best roll width

Calculate All Rooms runs the roll optimiser over every room on the job. It tries each roll width, picks the one with the least waste, and produces the cut list, the cutting plan and the fitter sheet in one go.

Calculate, Roll Optimisation & Cutting Plans

Give the customer a detailed quote

The Detailed Quote is the customer-facing document built from your estimate: each room with its product and price, then fitting, underlay, floor preparation, uplift and accessories, the net total, VAT and the total. If a deposit is on, it shows the deposit and the balance due on completion.

Customer Quotes
Questions this guide answers
  • How do I see the margin on a quote?
  • Where is the profit check?
  • Can the customer see my profit?
  • What does quote health mean?

Last updated 2026-09-03 · Direct link for this feature