How It Works
Creating Products
Go to Pricebook from the main menu.
Click + New Product.
Fill in the details:
Name and Description
Quantity, Price, and Cost
Tax (select from your configured tax list)
Type (Service, Material, etc.)
Optionally upload an image
Click Save.
Once saved, products can be reused in Estimates, Jobs, and Invoices, and you can edit them anytime.
Creating Bundles
Switch to the Bundle items tab.
Click + New Bundle.
Add multiple line items and set their quantities, prices, and taxes.
Choose how customers will see pricing:
Show all line items with individual prices.
Show all line items but one combined price.
Show only the bundle name and a single price.
Click Save.
Benefits
Speeds up quote and invoice creation.
Keeps pricing consistent across jobs.
Allows flexible presentation of bundled services or materials.