Services, Bundles & Price Book

A service is a thing you do and what you charge for it — a callout, an annual boiler service, a drain jet. Adding one to an estimate or invoice fills in the description and the price, which is the point: two people quoting the same work should quote the same number.

A bundle is several services and products sold together — a first-fix package, a replacement boiler. On an estimate it lands as a single line priced at the sum of its parts, described the way you want the customer to read it rather than as a parts breakdown.

A bundle can also include a maintenance plan at a discount, which is how you sell “new boiler, half price cover”. The plan is not priced into the bundle: the customer is told what it costs before they sign, and approving the estimate puts them on it, billing on its own schedule from that day. See Maintenance Plans for how the agreement then runs itself.

The price book is the combined view of everything sellable — services, products and bundles — in one searchable list. It is the fastest way to check what something costs without opening three pages.

Materials and products carry a unit cost and a retail price. New items can take a default markup, set in Settings, so you enter what you paid and the sale price follows — rather than doing the arithmetic per item and getting it slightly different each time.

Suppliers can hold their own price for an item, so you can see what the same material costs from each of them. This is a reference for purchasing, not something that changes what a customer is charged.