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Bundles

Bundling is a returning feature from our previous version, but we made it better! With bundling you can add multiple materials and products and give it a set price, you can attach and add bundles to templates or work orders, and you can create as many as you would like! Continue reading on about the many benefits of bundling and how they can make your current process even easier!

How-to-Create Bundles

 

Follow the steps below to create a new bundle!

  1. From any page click on the Maintain link at the top.
  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 a new bundle
Adding materials and products to a bundle
Adding a bundle to a template

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.”
Adding a new bundle to a materials list
Materials List after a bundle has been added