Smart Kits and calculated packages | FieldCamp

Smart Kits add calculated package recipes to FieldCamp. Instead of inserting one fixed-price package row, a Smart Kit derives a driving quantity, calculates each component quantity and selling price, and expands the recipe into component line items on an estimate.

Use Smart Kits for work where material and labor scale with a direct quantity, area, or area multiplied by depth.

Before you begin

Prepare these items before building a Smart Kit:

• A workspace administrator must install the Smart Kits add-on.
• Your role needs Products access and permission to view Price Bundles.
• Creating or cloning a package requires Products create permission.
• Editing, archiving, or restoring requires Products edit permission.
• Deleting requires Products delete permission.
• The component products and services must already exist. Follow Managing Products and Services first if needed.

Install Smart Kits

1. Open Settings > Apps & Integrations.
2. Open Smart Kits.
3. Select Install.
4. After installation, open Products & Services.

The package editor now shows Pricing mode with these choices:

• Simple bundle — a standard package built from fixed package items.
• Calculated (Smart Kit) — a measurement-driven component recipe.

If you need help with the add-on marketplace, see Apps and Integrations.

Plan the recipe before creating it

Write down four decisions:

1. What measurement drives the job: direct quantity, area, or area multiplied by depth?
2. Which product and service components belong in the recipe?
3. Does each component scale with the measurement or stay fixed?
4. Should component quantities allow fractions or always round up to whole units?

For each component, also confirm its material cost, labor per unit, surcharge, and target margin. These values determine the calculated sell total.

Create a calculated Smart Kit

1. Open Products & Services.
2. Open Price Bundles > Packages.
3. Select Create Package.
4. Under Pricing mode, select Calculated (Smart Kit).
5. Choose a Package Type.
6. Enter the required Package Name and Description.
7. Optionally select one category.
8. Choose the measurement mode and, when useful, name its unit.
9. Add at least one component and select a product or service for every component you intend to keep.
10. Configure conversion, rounding, cost, labor, surcharge, and margin.
11. Test realistic inputs in Calculated preview.
12. Add optional internal and work-order descriptions.
13. Select Create Package.

For the difference between standard Price Bundles and Smart Kits, read Price Book and Bundles.

Package-level fields

Choose how quantity is measured

Use Quantity from to define the driving quantity for every ratio component.

For Area and Area × Depth, Quantity unit name appears. It is optional, but a clear value such as sq ft, board ft, or linear ft makes the recipe and preview easier to interpret.

Add recipe components

Select Add component, then choose an existing product or service. A Smart Kit must contain at least one component with a selected catalog item.

When you select an item:

• A product seeds Cost from its cost, then its price, then zero.
• A service seeds Labor/unit from its price, then its cost, then zero.
• Display name is seeded from the item name when the field is blank.

Review those starting values instead of assuming they match the intended recipe.

Component field reference

Rows with no selected item are removed before saving. The numeric recipe fields are not individually required, so a component with zero ratios and zero costs can save but produce a zero result.

Understand component quantity

FieldCamp calculates quantity before price.

Ratio component

component quantity = driving quantity × per-unit ratio

Example: a driving quantity of 250 with a ratio of 0.04 produces 10 component units.

Flat component

component quantity = flat quantity

Example: a flat setup fee with quantity 1 stays at one component regardless of whether the driving quantity is 100 or 1,000.

Rounding

• Whole units (round up) applies a ceiling after the ratio or flat quantity is calculated. 4.01 becomes 5.
• Exact (allow fractions) keeps fractional quantities. 4.01 remains 4.01.

Rounding happens before pricing. It can materially change cost and selling price when a small fractional requirement must be purchased as a full unit.

Understand Smart Kit pricing

For each component, FieldCamp uses the rounded component quantity and the authored pricing inputs.

material = cost × component quantity
labor = labor per unit × component quantity
surcharge = surcharge % × (material + labor)
line cost = material + labor + surcharge
sell total = line cost ÷ (1 − target margin %)
profit = sell total − line cost
achieved margin = profit ÷ sell total
unit price = sell total ÷ component quantity

The pricing engine rounds monetary results to two decimal places at its calculation stages.

Target margin is not markup

A 30% margin does not mean adding 30% to cost. For a line cost of $100:

$100 ÷ (1 − 0.30) = $142.86 sell total

The resulting profit is $42.86, which is 30% of the $142.86 selling price.

Worked example

Assume an Area kit uses a driving quantity of 100 sq ft.

Material component

• Ratio: 0.05 cans per sq ft
• Quantity: 100 × 0.05 = 5 cans
• Cost: $20 per can
• Labor: $0
• Surcharge: 10%
• Target margin: 30%

material = 5 × $20 = $100
surcharge = 10% × $100 = $10
line cost = $110
sell total = $110 ÷ 0.70 = $157.14

Labor component

• Ratio: 0.01 hours per sq ft
• Quantity: 100 × 0.01 = 1 hour
• Labor/unit: $50
• Surcharge: 0%
• Target margin: 30%

line cost = $50
sell total = $50 ÷ 0.70 = $71.43

The kit preview total is $228.57 before any later estimate adjustments.

If cost, labor, and surcharge are all zero, the component has no fallback selling rate and its calculated total remains zero.

Test the Calculated preview

Use Calculated preview before saving. It uses the same derive-and-expand engine used when the Smart Kit is inserted into an estimate.

The preview shows:

• Driving quantity.
• Reference unit price.
• Calculated total.
• Each component's calculated quantity and total.
• Material, labor, and achieved margin.

Change the test input to cover a small, typical, and large job. For Area × Depth, test both measurements.

Reference unit price can differ from the real total

The reference unit price is for package-list display. It:

• Includes ratio components only.
• Excludes flat components.
• Does not apply whole-unit rounding.

Therefore, the list price can differ from the preview total divided by quantity. Use the full Calculated preview, not the reference unit price alone, to validate the recipe.

Add a Smart Kit to an estimate

While creating an estimate, open the line-item Price Book and select the Smart Kit.

Direct quantity kit

1. Enter a positive package quantity in the picker.
2. Select the Smart Kit.
3. Review the expanded component rows.

Do not leave the quantity blank or zero; the current picker can fall back to a quantity of one.

Area or Area × Depth kit

1. Select the Smart Kit.
2. Complete the measurements in Configure kit.
3. Review the derived quantity, total, and component quantities.
4. Select Add to estimate.

Measurement inputs accept nonnegative values in 0.01 increments. Add to estimate remains disabled until the derived quantity is greater than zero.

Result on the estimate

Each recipe component becomes a real line-item row. FieldCamp keeps the rows in a package group that is collapsed by default. Expand the group to review the component names, quantities, rates, and taxes, or remove the full group when the kit should not remain on the estimate.

Edit or change pricing mode

Editing a calculated kit restores its measurement mode, unit, recipe, descriptions, category, and visible booking checkbox.

1. Open the package action menu in the Packages list and select Edit.
2. Review every component and preview input.
3. Make the changes.
4. Select Update Package.
5. Add it to a test estimate and verify the expanded result.

Changing Calculated (Smart Kit) to Simple bundle clears the calculated components recipe when saved. Changing a Simple bundle to Calculated clears its fixed package items. Treat a pricing-mode change as a recipe migration, not a display-only change.

Clone, archive, restore, or delete

• Clone creates a new package named Original name (Copy). Review the copy before using it.
• Archive changes the package to Archived and removes it from the default Active list.
• Restore returns an archived package to Active.
• Delete soft-deletes the package and excludes it from normal package lists.

These actions use the general Products create, edit, and delete permissions described at the start of this guide.

Troubleshooting

Calculated (Smart Kit) is missing

Confirm that Smart Kits is installed and that its capability is available. Then reload Products & Services. Also confirm that your role can view Price Bundles.

The editor says Item is required

At least one component must have a selected product or service. Remove blank rows or select a catalog item for them.

The preview total is zero

Check the driving quantity, each ratio or flat quantity, and the component Cost, Labor/unit, and Surcharge %. A component with zero quantity or no cost basis produces no calculated selling total.

The package list price differs from the preview or estimate

This is expected when the recipe contains flat components or whole-unit rounding. The list uses a reference unit price; the preview and estimate use the full expansion calculation.

The material quantity is unexpectedly high or low

Confirm that the ratio is authored per one derived driving unit. For Area × Depth, calculate the expected area-times-depth quantity first, then apply the ratio.

A calculated kit shows 0 items in the Packages table

The current list count reads fixed Simple-bundle items, not calculated components. Open the package and inspect its recipe rather than using that count as proof that the Smart Kit is empty.

A Both package is missing from a type filter

Use the All view. The package list exposes Product Packages and Service Packages filters, while a package labeled Both can be absent from those two filtered views.

The measured kit cannot be added

Enter measurements that produce a driving quantity greater than zero. For Area × Depth, both area and depth must produce a positive product.

The total changed after rounding

Review each component's Rounding setting. Whole units (round up) changes the component quantity before cost and margin are calculated.

Related articles

• Products and Services overview — organize the catalog that supplies Smart Kit components