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Summary, markup & tax

How the Summary tab totals a takeoff, and how markup and tax behave on screen vs. on exports.

The Summary tab

Summary lists every item with its quantity, unit, unit price, and line total, then the project totals: Subtotal, Markup, Tax, and Grand total. Change a quantity's price in the Items tab and the Summary follows.

Markup

Set your markup percentage in the Summary. Markup is part of your internal math: it shows on screen while you work, but it is never printed as a line on exports. On PDF and CSV exports the markup is folded into the printed Subtotal, tax is calculated on that subtotal, and the grand total matches your on-screen number — your customer sees clean totals, never your markup.

Tax

Set the tax rate (%) in the Summary. Tax is calculated on the subtotal including markup, on screen and on exports alike.

Units on the summary

Quantities print with spelled-out units — "340.59 Square Feet", "52.67 Linear Feet", "12 Each" — and you can switch the length display format (Inches Only, Feet + Inches, mm, cm + mm, m + cm + mm) from the units selector; the choice is remembered on your device.

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