Service Packages

Required Role: OWNER, EMPLOYEE
Plan Required: All Plans

Create bundled service packages, offer package pricing, and simplify service offerings for customers.

Overview

Service Packages allow you to bundle multiple services together, set package pricing (often at a discount), and offer these packages in estimates and jobs.

Getting Started

Access Service Packages from:

• Service Packages in the sidebar
• Or Services → "Packages"

Creating Packages

Step-by-Step: Create a New Package

1. Navigate to Service Packages

2. Click "New Package" or the plus icon

3. Enter package details:

• Package Name: Name of the package (e.g., "Spring Maintenance Package")
• Description: What's included in the package
• Package Price: Total price for the package

4. Add services to package:

• Click "Add Service"
• Select service from Services Catalog
• Repeat for each service

5. Configure package:

• Services: List of included services
• Pricing: Package price (may be discounted)
• Validity: Package validity period (optional)

6. Click "Save Package"

Package Information

• Package Name: Descriptive name
• Description: What's included
• Services: List of services in package
• Package Price: Total price
• Individual Total: Sum of individual service prices
• Savings: Difference (if package is discounted)

Package Pricing

Set package pricing strategies.

Discounted Pricing

1. Calculate individual service prices

2. Set package price lower than sum

3. Savings shown to customers

4. Example: $300 individual, $250 package ($50 savings)

Flat Rate Pricing

1. Set fixed package price

2. Regardless of individual service prices

3. Simple for customers to understand

4. Easy to quote

Using Packages

In Estimates

1. When creating estimate

2. Click "Add Package" or select package

3. Package services are added

4. Package price is used

5. Can add additional services if needed

Related: See Estimates for estimate creation

In Jobs

1. When creating job

2. Select package

3. Package services are added to job

4. Job includes all package services

5. Can add additional services if needed

Related: See Job Scheduling for job creation

Managing Packages

Editing Packages

1. Go to Service Packages

2. Click on package name

3. Click "Edit" button

4. Update services or pricing

5. Save changes

6. Note: Changes affect future uses, not existing estimates/jobs

Duplicating Packages

1. Open package detail page

2. Click "Duplicate" or menu option

3. New package created

4. Edit as needed (e.g., seasonal variation)

5. Save

Archiving Packages

1. Open package detail page

2. Click "Archive" or "Deactivate"

3. Package is hidden from active list

4. Can be reactivated later

5. Existing estimates/jobs using package are not affected

Deleting Packages

1. Open package detail page

2. Click "Delete" button

3. Confirm deletion

4. Note: Cannot delete packages used in existing estimates/jobs

5. Only OWNER can typically delete

Common Tasks

Creating Seasonal Packages

1. Create package for season (e.g., "Spring Package")

2. Include seasonal services

3. Set seasonal pricing

4. Archive when season ends

5. Reactivate next year

Offering Package Discounts

1. Calculate individual service total

2. Set package price with discount

3. Show savings to customers

4. Example: 10% off when buying package

Viewing Package Usage

1. Open package detail page

2. View usage statistics:

• How many times used
• In estimates
• In jobs
• Revenue generated

Troubleshooting

Package not appearing

• Check status: Ensure package is active (not archived)
• Refresh page: Try refreshing
• Verify package: Check if package is saved correctly
• Check filters: Ensure filters aren't hiding package

Pricing not calculating

• Check services: Ensure services are added to package
• Verify prices: Check individual service prices
• Review package price: Verify package price is set
• Recalculate: Try recalculating package

Can't add package to estimate

• Check package: Ensure package exists and is active
• Verify estimate: Check estimate is in correct status
• Refresh: Try refreshing page
• Try again: Attempt adding again

Package services missing

• Check package: Verify services are in package
• Review package: Open package to check services
• Edit package: Add missing services if needed
• Save: Save package changes

Related Articles

• Services Catalog - Individual services
• Estimates - Using packages in estimates
• Job Scheduling - Using packages in jobs

Best Practices

1. Create common packages: Bundle frequently sold services
2. Offer discounts: Provide incentive with package pricing
3. Keep simple: Don't create too many packages
4. Update seasonally: Create seasonal packages
5. Document clearly: Clearly describe what's included
6. Price competitively: Set attractive package prices
7. Promote packages: Highlight packages to customers
8. Review regularly: Periodically review package performance
9. Archive unused: Archive packages that aren't selling
10. Track usage: Monitor which packages are most popular