How Do I Use Hashtags as Placeholders?
Supplier product descriptions are usually too technical to put in front of a customer. If you want to display the brand or model on a quote — and force your techs to fill it in before they send the quote — use a hash placeholder in the bundle title or description.
🏷️ Add a Hash Placeholder to a Bundle
Open the bundle in Sales Management > Bundles.
In the title (or description), wrap a label in hashes, for example #BRAND#, #SIZE#, or #MODEL#.
Save.
📱 What Happens in the App
When a tech adds the bundle to a job and tries to save or move on, Burdi blocks them until the hash placeholder is filled in. The tech taps the bundle in the cart, types the brand or size, and only then can they export the quote.
This is great for jobs where the same bundle structure applies to multiple brands but you still need the customer-facing quote to read "Install new 16kW Evo Heat Force heat pump" instead of the supplier's part number.
✏️ Quick Per-Job Override: Title Suffix
If you'd rather not force the field every time, techs can also tap a bundle in the cart, open the text editor, and add a Title Suffix like "AES5" or "Array 1" to a single job without changing the base bundle.
🧭 When to Use a Hash Placeholder vs Separate Bundles
Use a hash placeholder when the labour, fittings and structure are identical across brands and you just need the brand/model captured per job.
Create a dedicated bundle per model when you want to attach a specific brochure link, blurb, or note item, or when the components differ.
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