What Are Price Book Bundles?
Price Book Bundles in FieldCamp allow you to group multiple products and services into single, sellable packages with flexible pricing strategies. Instead of adding items individually to jobs, bundles let you offer pre-configured packages like "Complete HVAC Installation" or "Annual Maintenance Plan" that include all necessary components at a package price, streamlining quoting and increasing average transaction values.
Bundles can offer fixed discounts, dynamic pricing based on selections, or tiered options, enabling you to create compelling value propositions while maintaining profitability.
Price bundles → simplify → service packaging
Package pricing → increases → transaction value Bundle configuration → streamlines → quoting process
Creating a Price Bundle
Step 1: Access Bundle Creation
Navigate to Products & Services section
Click "Packages" tab at the top
Click "+ Create Package" button
Package creation modal opens
Step 2: Configure Bundle Basics
Package Type Select from dropdown:
Fixed Bundle: Pre-defined items and quantities
Dynamic Bundle: Customer selects options
Tiered Package: Multiple service levels
Package Information
Package Name: Clear, marketable title (e.g., "Spring AC Tune-Up Special")
Description: Value proposition and what's included
Category (Optional): Organize within your catalog
Step 3: Add Bundle Items
Adding Products/Services
In Package Items section, click "Select" dropdown
Choose products/services from your catalog
Set Quantity for each item
Optionally override individual Price
Click "Add Item" for additional components
Item Configuration
Each row represents one product/service
Adjust quantities with up/down arrows
Set custom pricing per item if needed
Remove items with X button
Reorder by dragging rows
Step 4: Set Bundle Pricing
Pricing Display
Individual Items Total: Shows sum of component prices
Package Price: Your bundled price
Pricing Strategies
Fixed Price: Set specific bundle price regardless of components
Percentage Discount: Apply discount to total (e.g., 20% off)
Dollar Discount: Fixed amount off total
Custom Formula: Complex pricing rules
Example Pricing
Individual Total: $450.00
Bundle Discount: 15%
Package Price: $382.50
Customer Saves: $67.50
Step 5: Configure Online Booking
Enable Online Booking: Check to allow customer self-service
Attach Forms: Select intake forms for customer completion
Set Availability: Configure when bundle can be booked
Step 6: Save Bundle
Click "Create Package" to save and activate bundle
Bundle Types and Use Cases
Maintenance Packages
Example: "Annual HVAC Maintenance"
2 seasonal tune-ups
Filter replacements
Priority service
10% parts discount
Installation Bundles
Example: "Complete System Installation"
Equipment
Labor
Permits
Warranty
First-year service
Tiered Service Plans
Basic / Standard / Premium
Progressive feature sets
Clear upgrade paths
Value at each level
Managing Bundles
Editing Packages
Click package name in list
Modify components or pricing
Save changes (active jobs unaffected)
Best Practices
Clear Value Proposition: Show savings prominently
Logical Groupings: Bundle complementary services
Simple Names: Easy to understand titles
Transparent Pricing: Display what's included
Limited Options: 3-5 bundles maximum to avoid confusion