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Master Cost Codes

Use Master Cost Codes to create reusable templates that prefill job cost code details, profit defaults, and estimate defaults.

Because jobs are often similar, many job structure details — including some cost codes — repeat. Master cost codes are standard codes you can assign to jobs without re-entering information.

When designing cost codes, remember the system sorts characters left to right and prioritizes numbers over letters.

To create a master cost code:

  1. Go to Settings > Job Cost > Master Cost Codes.

  2. Select New, or open an existing master cost code.

  3. Complete the base fields and any conditional profit field shown for the selected profit type.

    • Cost Code (Required): Enter the template identifier using the configured Cost Code Format. The value is read-only after the template is created.

    • Category: Select the Job Cost Category to prefill when this template is used on a job.

    • Description: Enter the description to prefill on a new Job Cost Code.

    • Default Profit Type: Select Non-Billable, None, Percent Margin, Percent of Cost, Per Unit Amount, or Flat Rate Per Unit. The default is None. The selected type controls which profit-value field is displayed.

    • Default Profit Amount (Required when shown) Enter the amount used by Per Unit Amount or Flat Rate Per Unit. This field is hidden for other profit types.

    • Default Profit Percent % (Required when shown) Enter the percentage used by Percent Margin or Percent of Cost. This field is hidden for other profit types.

    • Default Estimate Units: Enter the quantity to prefill when the template creates a Job Cost Code.

    • Default Estimate Amount: Enter the amount per unit to prefill with the estimate units.

    • Active: Leave selected to make the template available for new Job Cost Codes. Clear it to retire the template without removing historical use. New records are active by default.

  4. Select Save & New to save and clear the form for another entry, or Save & Close to save and return to the list.

  1. Retire or delete when appropriate. Clear Active to retain the template without offering it for new selection. When editing, Delete removes the template from the active list after confirmation.