Track Cost and Margin on Your Quotes
ProAdd what a job costs you next to what you charge, and RadiusOS shows your margin while you build the quote - before you send it. Only you see the cost numbers; your customer never does.
What job costing does
For each line on a quote you can record two numbers: the price (what the customer pays) and your cost (what the line costs you in materials, labor, or subcontracting). RadiusOS subtracts cost from price and shows your margin - in dollars and as a percentage - right in the quote builder.
This answers the question every quote should answer before it goes out: "If they say yes, what do I actually make?" You see it while you're still setting the price, so you can adjust before you commit.
Cost and margin are operator-only. They are never printed on the quote, the approval page, the emailed copy, or the PDF your customer receives. The customer only ever sees the price.
Turning it on
Job costing is included on Pro, Business, and Team - the same plans that include the Price Book. There's no separate switch: when you're on a paid plan, the Cost field appears automatically in the quote builder and the Price Book item form.
On the Free plan the Cost field is hidden. Upgrade to Pro to see margin on every quote.
Using it
Add costs to your Price Book (optional, but saves time)
In Settings â Price Book, each item has a "Your cost" field next to its price. Fill it in once and every quote line you create from that item carries the cost automatically.
Open a quote and enter line items
On any contact, open the Quotes tab and start a quote. Each line has a small "cost" input under its price. Type what the line costs you, or let it auto-fill from a Price Book pick.
Watch the margin update
Each line shows its own margin percent, and the quote summary shows total margin in dollars and percent. The number updates live as you change prices or costs.
Send as normal
Send the quote for approval the usual way. The customer's copy shows only prices - your cost and margin stay private to your workspace.
Good to know
Leaving cost blank means "not tracked." A line with no cost is counted as revenue but not as $0 cost, so it never inflates your margin to a fake 100%. If no line on a quote has a cost, no margin is shown at all.
Margin is always calculated, never stored. Changing a price or cost recomputes margin instantly. There's no separate "margin" you have to keep in sync.
Costs follow a revised quote. When you revise an accepted or declined quote, the new draft carries the line costs forward so your margin picture stays intact.
Job costing is a quoting aid, not bookkeeping. For full profit-and-loss, taxes, and accounting, connect your books separately - RadiusOS shows margin per quote, not your company's P&L.