What Is a Product Bundle?
A product bundle is a combination of:
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Parts (oil filters, batteries, generators)
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Services (install, maintenance, troubleshooting)
…all packaged together into a single item.
You can:
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Sell it as one line item
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Or show a full breakdown of everything included
Why Use Bundles?
Bundles help you:
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Standardize your install and service workflows
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Speed up quoting and job creation
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Ensure nothing gets missed in the field
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Keep pricing consistent across your team
💡 Example:
Instead of manually adding 10 line items for a maintenance visit, you can create one “Annual Maintenance Bundle” and apply it instantly.
Before You Start
Make sure:
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Your Parts & Services module is set up
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You’ve already created your common parts and services
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Your pricing strategy is defined (fixed vs itemized)
How to Create a Product Bundle
Click Parts & Services
Select + New Part/Service
Choose Bundle as the type
Step 1: Basic Details
Fill in:
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Bundle Name (clear and descriptive)
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Bundle Number (unique ID)
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Category (Install, Service, Maintenance)
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Billable or Non-Billable
💡 Best Practice:
Name bundles based on how your team actually sells work:
“22kW Install Package” or “Annual Generator Service”
Step 2: Choose Pricing Method
You have two options:
Set Bundle Price (Fixed Price)
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One total price for the entire bundle
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Best for packaged offers
Example:
Install package = $12,500 (regardless of individual components)
Roll-Up Pricing (Itemized)
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Price is calculated by adding each item together
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Best when you want transparency
Example:
Generator + labor + materials all priced individually and added together.
Step 3: Add Bundle Items
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Click Add
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Select parts, products, or services
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Set quantities
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Save items into the bundle
💡 Example Bundle:
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1x Generator
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1x Transfer Switch
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1x Install Labor
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1x Permit Fee
- 25x Feet of Gas & Electrical run
Step 4: Set Pricing Details
Depending on your pricing method:
For Fixed Price Bundles:
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Set total cost
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Apply markup (optional)
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Define final selling price
For Roll-Up Bundles:
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Pricing is automatically calculated
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No markup needed at bundle level
Step 5: Taxes
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Apply tax to the bundle (fixed price), OR
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Let tax apply to each item (roll-up)
Step 6: Save the Bundle
Click Save Part/Service
Your bundle is now ready to use across your system.
Using Bundles in Jobs, Quotes, and Invoices
When creating a job, quote, or invoice:
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Go to Parts & Services
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Click Add
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Select Bundle
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Choose your bundle
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Adjust quantity if needed
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Click Add Bundle
What You’ll See
Depending on your settings, bundles will appear as:
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One line item (clean and simple)
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Detailed breakdown (full transparency)
Editing Bundles in Transactions
You can adjust bundles inside a job or quote:
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Update pricing
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Modify descriptions
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Adjust quantities
⚠️ These changes only apply to that specific job—not the master bundle.
Using Bundles in Service Packages
Bundles can also be added to:
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Maintenance plans
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Service agreements
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Contract packages
This allows you to standardize recurring work and pricing.
Pro Tips
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Build bundles for your top 3–5 most common jobs first
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Use fixed pricing for installs and packaged offers
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Use roll-up pricing when costs vary job-to-job
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Keep bundles simple—don’t overcomplicate them
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Review bundles quarterly to protect margins
Summary
Bundles are how you turn repeatable work into a scalable system.
Instead of rebuilding jobs every time, you create once—and reuse forever.
What’s Next?
👉 Start by creating bundles for:
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Generator installs
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Annual maintenance plans
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Common service calls
These will have the biggest impact on your efficiency right away.