Price Kits (Bundled Pricing)

What is a Price Kit?

A price kit is a bundle of multiple items sold together at a flat rate. Instead of adding 10 individual line items to an invoice, you add one kit.

Example Kit: "Standard Split System Install" Contains:

• 1× Split System AC Unit
• 1× Installation Labor (8 hours)
• 1× Electrical Connection
• 1× Copper Piping (5m)
• 1× Wall Bracket
• 1× Commissioning

Sold as: One flat-rate package price

Why use kits:

• Faster quoting - one click instead of ten
• Consistent pricing - same bundle every time
• Professional presentation - customers see "package deal"
• Simpler than itemized breakdown

When to Use Kits

Kits work great for standard jobs you do frequently, packages with predictable scope, flat-rate service offerings, and bundles you want to promote. Think "Basic Service Package" for $350, "Ducted System Install (Small Home)" for $8,500, or "Emergency Callout + First Hour" for $250.

They're not good for highly custom jobs where the scope varies significantly or one-off combinations. For custom work, stick with individual items instead - they give you the flexibility you need.

[IMAGE PLACEHOLDER: Price List page showing Kits tab]

Creating a Price Kit

Step 1: Go to Price Kits

1. Open portal
2. Navigate to Settings > Price List
3. Click the "Kits" tab
4. Click "Create Kit" button

Step 2: Kit Details

Fill in:

Kit Name (Required)

• What you call this bundle
• Example: "Standard Split System Install"

SKU/Code (Optional)

• Part number or code for your records
• Example: "KIT-SPLIT-001"

Description

• What's included
• Brief summary for customers
• Example: "Complete installation of split system including unit, labor, and materials"

Flat Price (Required)

• Total price for the entire kit
• This is what customers pay
• Example: $2,500

Tax Rate

• Usually 10% for GST
• Set to 0% if tax-exempt

Active/Inactive

• Active: Shows in searches, can be used
• Inactive: Hidden but not deleted

[IMAGE PLACEHOLDER: Create Kit form with fields]

Step 3: Add Items to Kit

Now select what's included in the bundle:

1. Click "Add Items" or "+ Add Item"
2. Search your price list
3. Click on items to add them
4. Set quantity for each item
5. Items appear in kit list

Example:

• Split System Unit × 1
• Installation Labor × 8
• Electrical Work × 1
• Piping (per meter) × 5
• Wall Bracket × 1

The kit tracks what's included but customers see the flat price, not individual item prices.

[IMAGE PLACEHOLDER: Kit items list with quantities]

Step 4: Save

Click "Save" or "Create Kit"

Kit is now available in your price list!

Using Kits on Invoices

Add kits to invoices just like regular items:

1. Create or edit an invoice
2. Click "Add Item" or "Add from Price List"
3. Search for your kit name
4. Click to add it
5. Kit appears as one line item with the flat price

What the customer sees:

Standard Split System Install  |  1  |  $2,500  |  10%  |  $2,750

Clean, simple, professional.

[IMAGE PLACEHOLDER: Invoice with kit added as single line]

Kit Pricing vs Item Pricing

Individual Items Approach

If you added items separately:

• Split System: $1,200
• Labor (8hrs @ $120): $960
• Electrical: $150
• Piping: $100
• Bracket: $50
• Commissioning: $40 Total: $2,500

Customer sees 6 lines, can question each price.

Kit Approach

One line:

• Standard Split System Install: $2,500

Customer sees package price, cleaner presentation.

Both approaches work - use what fits your business model.

Editing a Price Kit

To change an existing kit:

1. Go to Settings > Price List > Kits
2. Find the kit
3. Click Edit (pencil icon)
4. Update any fields:
   • Name
   • Price
   • Items included
   • Quantities
5. Save

Changes apply to future invoices only. Existing invoices with this kit stay unchanged.

[IMAGE PLACEHOLDER: Edit kit modal]

Activating/Deactivating Kits

To hide a kit without deleting it:

1. Edit the kit
2. Set Active toggle to OFF
3. Save

Inactive kits:

• Don't show in price list searches
• Can't be added to new invoices
• Still exist in old invoices
• Can be reactivated anytime

To reactivate:

• Edit the kit
• Set Active toggle to ON
• Save

This is better than deleting - preserves history.

Deleting a Kit

To remove a kit completely:

1. Go to Kits list
2. Find the kit
3. Click Delete (trash icon)
4. Confirm deletion

Kit is permanently removed from price list.

Note: Kits already on invoices stay there. Deletion only affects future use.

Kit Pricing Strategies

Cost-Plus Pricing

1. Calculate total cost of all items
2. Add your markup percentage
3. Set kit price

Example:

• Items cost: $2,000
• Markup: 25%
• Kit price: $2,500

Market-Rate Pricing

1. Research what competitors charge
2. Price competitively
3. Ensure kit items cover cost

Example:

• Competitors charge $2,400-$2,800 for same bundle
• Your kit price: $2,500 (competitive)

Value-Based Pricing

1. Price based on customer value
2. Premium for convenience/expertise
3. Higher margin on packages

Example:

• Items would cost $2,000 separately
• Package convenience + warranty worth more
• Kit price: $3,000 (value pricing)

Use what works for your market.

Managing Many Kits

As you create more kits:

Organize with clear names:

• "Small Home - Ducted Install"
• "Medium Home - Ducted Install"
• "Large Home - Ducted Install"

Use SKU codes:

• KIT-DUCT-SM
• KIT-DUCT-MD
• KIT-DUCT-LG

Keep descriptions updated:

• What's included
• What size/scope
• Any limitations

Review pricing quarterly:

• Material costs change
• Labor rates adjust
• Update kit prices accordingly

Kits vs Individual Items

Use Kits When:

• You do the same job frequently
• Scope is predictable
• Want faster invoicing
• Offering package deals

Use Individual Items When:

• Every job is custom
• Customers want itemized breakdown
• Pricing varies by job specifics
• Regulatory requirements need detail

Hybrid Approach: Most businesses use both - kits for standard work, individual items for custom jobs.

Common Kit Examples

Service & Maintenance Kits

"Annual Service Package" - $350

• Inspection
• Filter replacement
• Cleaning
• Report

Installation Kits

"Split System Complete Install" - $2,500

• Unit
• 8 hours labor
• Materials
• Commissioning

Emergency Service Kits

"After Hours Callout" - $300

• Callout fee
• First hour labor
• Travel

Upgrade Kits

"Smart Thermostat Upgrade" - $450

• Smart thermostat
• Installation (2 hours)
• Setup & training

Kit Reporting

Kits appear in your reports:

Sales reports show:

• Which kits sell most
• Revenue per kit
• Kit profitability (if costs tracked)

Invoice reports show:

• Kits used on each invoice
• Individual items vs kits ratio

Use this data to:

• Refine kit offerings
• Adjust pricing
• Identify popular bundles
• Discontinue unpopular kits

Customer Presentation

When customers see a kit on an invoice or quote:

They see:

• Kit name
• Flat price
• Clean presentation

They understand:

• Package deal
• All-inclusive pricing
• No hidden costs

Pro tip: In your description, mention key items:

• "Includes unit, installation, and 12-month warranty"
• Customers know what they're getting without itemized breakdown

[IMAGE PLACEHOLDER: Customer invoice view showing kit]

Updating Kit Prices

When material costs increase or you adjust rates:

1. Review all kits quarterly
2. Update flat prices to maintain margins
3. Communicate changes to team
4. Don't retroactively change existing invoices

Price versioning:

• Consider creating new kits for major price changes
• "Standard Install 2024" vs "Standard Install 2025"
• Preserves historical pricing

Common Questions

Can I use a kit in a quote? Currently kits are for invoices. For quotes, build manually or use quote templates with similar pricing.

Do kit items need to exist in my price list? Yes. The items you add to a kit must be active price list items. Create them first if needed.

Can I have a kit within a kit? No. Kits are one level only - they contain individual items, not other kits.

What if an item in my kit becomes unavailable? Edit the kit and replace the item with an alternative, or deactivate the kit until resolved.

Can customers see what's in the kit? They see the kit name and description. If you want to show contents, add details to the description field.

How do I track kit profitability? Compare the kit flat price to the sum of cost prices for included items. The difference is your margin.

Related Articles

• Managing Your Price List - Create the items that go in kits
• Editing Invoice Line Items - Add kits to invoices
• Creating Invoices - Use kits when billing customers
• Importing and Exporting Price Lists - Bulk manage items and kits