📹 How Bundles work with ServiceM8

📹 How Bundles work with ServiceM8



Using Burdi Bundles with ServiceM8

Burdi Bundles integrates with ServiceM8, but because of the advanced functionality inside the new Bundles system, there are a few important things to understand about how the two platforms work together.

Some of the newer Burdi Bundle features — particularly Bundle Kits and Environments — can’t be fully processed natively inside ServiceM8. To make everything work correctly, Burdi uses the Burdi App as the bridge between your bundles and ServiceM8.

How the Integration Works

When a technician builds or customises a bundle inside the Burdi App, Burdi captures:

  • The selected bundle
  • Environment pricing
  • Product selections
  • Add-ons
  • Labour rates
  • Contingencies and sundries

Burdi then exports the completed bundle into ServiceM8 with all of those selections included.

Without going through the Burdi App, ServiceM8 cannot understand or apply these advanced bundle configurations correctly.

Environment Limitations in ServiceM8

ServiceM8 only supports a single sell price per product, which creates a limitation when using multiple Environments inside Burdi.

Because of this:

  • Only the first Environment linked to a bundle will sync directly into ServiceM8
  • Products will sync using their standard sell price
  • Additional Environment pricing structures won’t transfer natively into ServiceM8

For example, if “Residential” is the first Environment attached to a bundle, that is the version that will appear inside ServiceM8.

To access the full functionality of Environment-based pricing, technicians should use the Burdi App workflow.

A smart way to structure your bundles is to create:

  • Service Bundles for maintenance and existing homes
  • Project Bundles for new builds or larger projects

For example:

  • An existing-home powerpoint installation may include items like junction boxes and C-clips
  • A new-build installation may instead require stud brackets and cable clips

These jobs have completely different material makeups, so separating them into dedicated bundle types keeps your pricing and stock more accurate.

Keeping Other Software Connected

The good news is that your bundles can still flow through ServiceM8 to support other connected platforms like Groundplan and additional estimating software.

By structuring your bundles correctly, you can continue using:

  • ServiceM8
  • Groundplan
  • Burdi Bundles
  • Other connected systems

…all together within the same workflow.

Managing Environment Order

The order of your Environments matters because the first Environment is the version that syncs into ServiceM8.

You can control this by:

  1. Going to the Environment Settings page
  2. Dragging Environments into the correct order
  3. Adding them to your bundles

This ensures the correct version is pushed through to ServiceM8.

Built for Flexible Workflows

Burdi Bundles is designed to work alongside your existing systems while giving you far greater control over pricing, estimating, and quoting.

By combining the Burdi App with ServiceM8, businesses can take advantage of advanced bundle logic and Environment pricing without losing compatibility with the tools they already rely on.


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