How Do I Set Up Bundle Service Environments for Residential, Commercial, VIP and Project?

How Do I Set Up Bundle Service Environments for Residential, Commercial, VIP and Project?

Bundle service environments let you charge different rates for different customer types β€” residential, commercial, VIP members, builders, and after hours. Each environment carries its own labour rate, Contingency, Sundries and product pricing rule.

🏠 Why Use Multiple Environments

  • Residential β€” customers who use you the least, pay the most.

  • Commercial β€” restaurants, real estate, repeat clients on a lower rate.

  • VIP β€” body corporates, members, or a paid membership program.

  • Project β€” new builds, renovations, builder work.

  • After Hours β€” out-of-hours emergency callouts.

βš™οΈ Step 1: Open Environments


  1. In Burdi, go to Sales Management > Bundles.

  2. Open Environments and click Create New.

πŸ“ Step 2: Create the Residential Environment

  1. Environment Name: Residential

  2. Environment Service: Residential Labour

  3. Sell Price on Products: leave as your default pricing

  4. Contingency: 5–10%

  5. Sundries: 2–3%

  6. Passport Environment: Residential

  7. Click Save.

🏒 Step 3: Create Commercial, VIP and After Hours

Repeat the same steps for each customer type. You can charge different labour rates per environment without changing your product prices.

Tip: If you want to discount materials for commercial customers, set Sell Price on Products to your standard sell price less a percentage (for example βˆ’5%). Otherwise leave it the same and only the labour rate changes.

πŸ— Step 4: Create the Project Environment

Project work often needs a different pricing approach. You might set product pricing to cost plus 50% instead of RRP, and bump Sundries to 5% because of extra clips and consumables on a new build.

πŸŒ™ Step 5: Use After Hours for Emergency Work

An After Hours environment can use a higher labour rate (for example 1.5Γ— your residential rate) without you having to build separate bundles. The bundle stays the same β€” only the environment changes.

​

πŸ“€ What Gets Sent to ServiceM8

ServiceM8 can’t hold multiple environments natively. When Burdi pushes a bundle to ServiceM8, it always uses the leftmost environment in your list (typically Residential). The other environments are only used inside Burdi’s Pitcher Book.



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