How-to-Create Bundles

Adding Bundles to a Template

Adding Bundles to the Materials List

How-to-Create Bundles

Follow the steps below to create a new bundle!

1. From any page click on the Settings link at the left.
2. Under the Maintain Lists click the Materials link.
3. At the top of the table click the button that says “Add New Bundle.”
4. Enter in the bundle details.  NOTE: The price you enter in the Price field is the price that will appear on the forms you add it to.  It will not add up the prices of the materials and products you add to it.
5. Click the “Add Row” button.
6. Begin typing in a material or product.
7. Select from the drop-down list.
8. Repeat steps 5-7 as many times as necessary until you deem the bundle to be complete.
9. Click “Save.”

Adding Bundles to Templates

Follow the steps below to add a default bundle to a template!

1. From either the Estimates, Jobs, or Invoicing section click the gear icon in the top-right corner.
2. Click “Edit Forms.”
3. Select the form you wish to add the bundle to so that it defaults to every new addition.
4. Scroll down to the Materials list and click the blue gear icon.
5. Under the General Settings click the “Add default data.”
6. Begin typing in a material or bundle name in the Name field.
7. Select from the drop-down list.
8. Repeat steps 5-7 as many times as necessary until you deem the list to be complete.
9. Click “OK” on both dialogue boxes.
10. Save the form.

Adding Bundles to a Materials List

Follow the steps below to add a bundle to a materials list!  Either go into the Estimates, Jobs, or Invoicing section and:

1. Click the “Add New.”
2. Enter in the customer and job details.
3. On the Materials list, in the name field, type in the name of the bundle.
4. Select the bundle.
5. Finish filling in the fields for the form.
6. Click “Save.”