Bundle templates are reusable line-item presets — Good / Better / Best (or however many tiers you want) — that load into an estimate or job in one tap. Build them once, sell them every day.
Where bundles live
Pricebook → Bundle templates. Same screen that holds your items and services, just a separate tab. Every bundle you've built is here.
Create a new bundle
- Pricebook → Bundle templates.
- Click New bundle (top right).
- Give the template a name — what it represents to your team (e.g. "Furnace install package", "AC tune-up + filter").
- By default you get three tiers: Good, Better, Best. Add more tiers if your pricing model needs them (some shops do 5–6).
Fill in each tier
For each tier:
- Click Add from pricebook → search for items you want included in this tier.
- Tick items → Add.
- Repeat until the tier is complete.
- Each tier shows its running subtotal at the bottom so you can compare what's in Good vs Better at a glance.
If a tier needs something not in your pricebook, type a custom line right in the bundle builder — same as adding a custom item to an estimate.
Save
Click Save. The bundle now appears in the bundle templates list and is selectable from estimates and jobs.
Using a bundle on an estimate or job
Once saved, bundles show up under Apply a bundle:
| Where | How to apply |
|---|---|
| Estimate | Add items section → Apply a bundle → pick the bundle → pick the tier → all line items preload into that tier. |
| Job | Parts & labor tab → Apply a bundle → same flow. |
You can still edit line items, quantities, prices, and discounts after the bundle loads — it's a starting point, not a lock.
Editing a bundle later
| Action | Result |
|---|---|
| Edit bundle | Updates the template only. Existing estimates and jobs that used this bundle are NOT retroactively changed. |
| Delete bundle | Removes the template from the picker. Estimates and jobs that already used it keep their line items. |
Build bundles for your top 5–10 most common scopes. The first time you go from "pricing this on the truck" to "three taps, three tiers, signed" — that's the moment you'll wish you'd built them sooner.