Additional equipment and project-level costs can be added when creating a quote. Account administrators can configure default costs for the cost buildup as outlined here.
Creating a quote with line items:
To construct a quote using the cost buildup feature, a sales representative or sales manager must move the job to the quote page by designing a system. In the quote solver, you will see the default costs boiled down to a single number in the Install Cost input field.
Without updating the account creation defaults, this number will be $3.20/W. This starting value can be edited clicking into the field and entering a new number. If the solar equipment used in designing the system has different defaults, or labor and margin are set as project cost controls, these will additionally be reflected in this input field (highlighted below).
Underneath the Install Cost input field, there is an Add Costs button. Here, a sales representative or sales manager can review all pricing components, update individual and project level costs/margins, and add additional line items (displayed below).
All costs updated here will be saved as a single number when the Update Items button is pressed (and displayed in the Install Cost input field, updating the previously defaulted number). Clicking the Reset Costs button sets all costs back to the original default values as defined by the account administrator in the Settings sections.
Clicking the Add Line Item button, a dropdown menu appears allowing a user to add a line item stored in the account or to create a custom adder. In the bottom right of the cost buildup window, you will see the grand total based on all pricing components. The totals on the right sum to equal the grand total, with margin applied to all values other than labor. Labor will be included in the total cost but no additional margin will be calculated from the labor value.
Want to know more about cost buildup and it's default values? Check out the following article: