Packages of Items and Services

Table of Contents

1. Creating a Package
2. Adding a Package to an Estimate

Creating a Package

If there are several services or items you would like to bundle and offer together, you can create a package.

To create a package you will click the “Resources” tab and click “Items & Services“

Next, you will click the “Packages” tab

Next, click the green “+ New Items Package” button.

You will then see the page to fill out the package name and the items you want to be included in the package.

To add a new item to the package, click the green “+ Add Line” button. To include items the customer can choose to add, click Add Optional Line. Optional items are included on Grow and Plus, or are a $10/month add-on.

When finished, press the “Save Package” button.

Adding a Package to an Estimate

Under the “Item or Service/Description” section click the yellow “Add Package” button

This will add all of the items included in the package as line items on the estimate.