Wave
Docs menutap to expand

Estimates

Add a discount

Ask Wave for a discount by percent, dollar amount or target total, on a room, the whole job or specific lines. The discount line stays current as the estimate changes.

Last updated

Need to knock something off for a preferred customer or a cash job? Ask Wave. It adds a discount line to the estimate, works out the amount from the lines on the estimate, and keeps that amount right as the estimate changes.

Ask Wave for a discount

  1. Open the job and go to the Estimates tab, with your estimate open.

  2. In Wave's chat, say what you want. For example:

    "Take 10% off the whole job."

    "$250 off the kitchen, cash pay."

    "Bring the job to $8,500 even."

  3. Wave adds the discount line and tells you the amount it took off.

If you give a reason, like "preferred customer" or "cash pay", Wave uses it to label the line. Without one, the line is labeled Discount.

Percent, dollar amount or a target total

Say the discount one of three ways:

  • A percent. "15% off."
  • A dollar amount. "$300 off."
  • A target total. "Make it $12,000." Wave works out the amount that brings the total to that figure. A target total works for the whole job or for one room.

The discount line's description shows how it was figured, so anyone reading the estimate can check the number.

Wave keeps discounts within the work they apply to. If a discount would be bigger than that work, or would take a total below zero, Wave tells you why and leaves the estimate as it was.

Scope: a room, the whole job or specific lines

  • The whole job. The discount line goes in the estimate's General section.
  • One room. The discount line goes in that room. If you delete the room, its discount goes with it.
  • Specific lines. Name the work, such as "10% off the drywall lines," in one room or across the job.

You can have more than one discount on an estimate, such as 10% off one room and a flat amount off the whole job. Each target, whether a room, the whole job or a set of lines, holds one discount at a time.

If the estimate has overhead and profit, a job-wide discount is taken after it, on a total that includes those lines.

How the discount line stays current

The discount follows the estimate. When lines change, whether you edit them by hand or through Wave, the discount line recalculates on its own. When the change came through Wave's chat, Wave tells you the new figure. Estimate history marks these updates as recalculated, so they're easy to tell apart from hand edits.

If you edit the discount line itself by hand, it keeps your number and stops updating. To make it follow the estimate again, ask Wave to apply the discount again.

Remove or change a discount

  • Change it. Ask again for the same room or job, for example "make the kitchen discount 15% instead." Wave replaces the old line instead of adding a second one.
  • Remove it. Ask Wave to remove the discount, or delete the line like any other line.

Undo works on discount changes too.

Related