set_estimate_settings
Configure tax, overhead, profit markups, proposal terms, and client details for an OpenTakeoff estimate; changes apply only to fields you pass.
Instructions
The project's markups, proposal text and client — the canvas's estimate_settings, bid_proposal and client_info. Markups: tax_pct (sales tax on material), overhead_pct (on material + labor + tax), profit_pct with profit_mode markup (× (1 + p)) or margin (÷ (1 − p); 33.33% margin is ×1.5). proposal: itemized (a sell price on each scope line, the base bid allocated to the cent) or lump sum, scope_note, inclusions / exclusions (one per line), terms, valid_days. client: who the proposal is for. Only what you pass changes; an empty client string clears that field. Until markups are set the estimate prices at 0% — say so rather than assume a number. Every price comes from the estimator or a document they gave you — never invent, estimate or 'typical' one; a price nobody entered stays unentered and estimate_summary names it. Rides export_takeoff; undo_last reverses the call.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client | No | ||
| tax_pct | No | ||
| proposal | No | ||
| profit_pct | No | ||
| profit_mode | No | ||
| overhead_pct | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_info | Yes | ||
| bid_proposal | Yes | ||
| estimate_settings | Yes |