A bundle template is a saved package of pricebook items, split into tiers such as Good / Better / Best. Build it once, then drop a whole package onto an estimate, job or invoice instead of adding items one by one. It's the fastest way to present options at the kitchen table or bill a flat-rate repair.
Who can do this: owners, admins and dispatchers.
Start a new template
Go to Pricebook, click the Bundle Templates tab, then New bundle. The New bundle template page opens with three tiers ready: Good, Better and Best.
Name it
Enter a Template name, such as 3-Ton AC Change-out. This is the name your team sees when picking a template.
If you use bundle folders, pick one under Folder so the template shows up under that chip in the pickers. New folder… makes one without leaving the page.
Build each tier
Click a tier pill (Good, Better, Best) to work on it.
For each tier:
- Click the tier name to rename it if you like (for example Bronze, Silver, Gold).
- Write a Description: what's included, warranty length, why a customer would pick it. Customers see each tier's name and description.
- Click Add from pricebook and tap the items this tier includes. To use something that isn't in your pricebook yet, type its name and add it; it's saved to your pricebook (in your first category) so the bundle can use it.
- Open the item list (N line items — Open to adjust quantities or prices) to change quantities, override a price for this template, or remove an item.
Use Add tier for up to 6 tiers, or Remove tier to drop one. Every tier needs at least one item before you can save.
Choose how customers see the price (optional)
Package pricing sets the starting choice for estimates built from this template. You can still change it on each estimate.
| Choice | What the customer sees |
|---|---|
| Itemized | Every item with its price. |
| Items, one price | Each item and quantity, and one total. No item prices. |
| One flat price | Each tier as one line: name, description and total. |
Your office always sees the full breakdown.
With Items, one price or One flat price, each tier gets a Package price. Leave it tracking the sum of the items, or type a fixed price. The items then become the internal breakdown.
Check your cost and margin
While you build, the template shows what each tier costs you and what it makes. It uses the Cost ($) saved on each pricebook item, so it stays current when you update costs. None of this appears on the estimate, the PDF or the customer's approval page.
- Each item shows its cost, the extended cost for the quantity, and its margin. Items without a cost say No cost on this item.
- Tier totals lists every tier's price with its cost and margin underneath (Cost and margin are internal only).
- The open tier has an Internal only section with Your cost and Profit (or Loss) with the margin percent.
- Under the Package price, a line reads Items · Cost · Margin, so you can see what the items add up to next to the price you typed.
- Price for 60% margin appears next to it when the tier is below a 60% margin. Click it to set the package price that reaches 60%.
If some items in a tier have no cost, you'll see Some items have no cost, so the real margin is lower. Add costs to those items in the pricebook to get the real number. With no costs at all, the tier says No costs entered.
Save
Click Save bundle template. You'll see Bundle template saved. When editing an existing template, click Save changes. After the first save you can also add an image with Add image at the top of the page.
Use a template
| Where | How | What happens |
|---|---|---|
| Estimate (all options) | Apply template at the top of the estimate | Each option is filled from the template's tiers, replacing what those options held. You're asked to confirm. |
| Estimate (one option) | Apply bundle inside the option | Adds one tier's items on top of what the option already has. |
| Job | Parts & Labor tab → Apply bundle | Pick the template and tier; each item is added as its own line. |
| Invoice | Apply bundle under the line items | Same as on a job. |
| Mobile app | Job → Parts and labor → Apply a bundle, or Apply template / Apply bundle on an estimate | Same results as in the office. Needs a connection. |
Once applied, the lines are ordinary lines: change quantities, prices or discounts as needed.
Change the display on many templates at once
To switch Package pricing across many templates, you don't have to open them one by one.
- Go to Pricebook and open the Bundle Templates tab.
- Tick the templates you want. A bar shows how many are selected. To take them all, click Select all N templates; if you searched first, the link reads Select all N templates that match and takes every template the search found, not only the ones on screen.
- Click Set display.
- Choose Itemized, Items, one price or One flat price.
- Click Apply to N templates. You'll see Display set for N templates.
Only what the customer sees changes. The items and prices inside each template stay as they are, and estimates you've already built keep their own setting.
The display applies to estimates built from the template. A bundle applied straight onto a job or an invoice still comes in as separate lines. It shows as one line when the invoice is made from an approved estimate set to One flat price.
Edit or delete a template
- Edit: click the template on the Bundle Templates tab, make changes and click Save changes. Estimates, jobs and invoices that already used it don't change.
- Delete: click the trash icon on its row and confirm. Anything that already used it keeps its lines.
Start with the five to ten jobs you quote most often, such as system change-outs, tune-up packages and common repairs.