๐Ÿ“Š Know Your Numbers

Stop Guessing What to Charge. Know Your Numbers.

Form Up’s built-in cost-of-doing-business calculator turns your real overhead into one number you can price against. See your break-even rate, your true labor cost, and exactly what to charge to hit the profit margin you want — before you ever send the estimate.

Included with Form Up • No extra cost • Owner & admin access

Price From Facts. Not a Gut Feeling.

Most contractors pick a number that “feels right” and hope it covers the truck payment. Know Your Numbers does the math so every bid carries its share of your overhead and your profit.

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All Your Overhead in One Place

Insurance, trucks and vehicles, office, equipment, software, admin pay — enter every annual cost. Add custom line items for anything unique to your shop and edit them anytime.

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Overhead Recovery Per Hour

Form Up divides your total overhead across your real billable hours, so you know the exact dollars every working hour has to earn just to keep the lights on.

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Your True Break-Even Rate

See the hourly rate where you make zero profit — the floor you can never bid below. Charge under it and you’re paying customers to work for them.

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Set Your Profit Margin

Choose the margin you want to make. Form Up recalculates a recommended charge rate on the spot. Change the margin later and everything updates instantly.

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Price a Job in Seconds

Drop in the job’s hours, materials, and costs. Form Up prices it at your margin and shows the gross profit before you commit to a single number.

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Owner & Admin Only

This is your financial engine, so it’s role-gated. Owners and admins see the numbers. Your crew never does.

From Overhead to Bid Price in Three Steps

1

Enter Your Overhead

Add every annual cost of doing business — insurance, vehicles, office, tools, software, admin pay — plus any custom line items. Set your billable hours.

2

Set Your Margin

Pick the profit margin you want to make. Form Up computes your overhead recovery, true labor cost, break-even rate, and recommended charge rate.

3

Price the Job

Use Price a Job mode or let overhead auto-apply to a project by working days. See estimated cost vs. gross profit before the estimate goes out.

How Contractors Use Know Your Numbers

Common Questions About Know Your Numbers

What does Know Your Numbers actually calculate?

It takes your total annual overhead and your billable hours and computes your overhead recovery per billable hour, your true labor cost, your break-even rate, and a recommended charge rate at the profit margin you choose.

Can I add my own expense categories?

Yes. Beyond the built-in categories like insurance, vehicles, office, equipment, software, and admin pay, you can add custom expense line items for anything specific to your business and edit them anytime.

What if I want to change my profit margin?

Change it whenever you want. The moment you adjust your target margin, your recommended charge rate and every downstream number recalculate.

How does it help me price a specific job?

Price a Job mode lets you enter that job’s hours, materials, and costs. Form Up prices the job at your margin and shows the gross profit. Overhead also auto-applies to a project based on how many working days it takes, so you see estimated cost vs. gross profit before you send the estimate.

Who on my team can see these numbers?

Know Your Numbers is role-gated to owners and admins because it’s financial data. Your crew and other team members don’t have access to it.

Does Know Your Numbers cost extra?

No. It’s built into Form Up and included at no additional cost.

Ready to Know Your Numbers?

Start free today. Price your next job from facts, not a gut feeling.

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