Estimates & pricing
What does Profit Guard mean?
Checks on your estimate before it goes to a customer.
Profit Guard reviews the estimate and lists specific findings, for example: the price is below the direct cost, there is no selling price yet, margin is below your target, or an item has a quantity but no cost.
Each finding says what it found, why it matters and where to fix it. It never changes your prices on its own.
Related guidance