💡 Quick Tip: This article covers advanced bundle features. Make sure you've already mastered basic bundles before diving into add-ons and kits.

Add-ons and kit bundles help you create comprehensive quotes for complex jobs by suggesting related work and combining multiple bundles into organised packages.

➕ Setting Up Bundle Add-ons

Add-ons prompt your technicians to consider additional work when using a bundle. They appear as "Frequently purchased together" suggestions.

Adding Add-ons to a Bundle

1. Open your bundle for editing

2. Scroll down to the Add-ons section

3. Search for and select related bundles

4. Examples for a switchboard bundle:

   • Surge protection bundle

   • Timer installation

   • Safety switch upgrade

   • Isolation links

5. Save your bundle

How Add-ons Work in the Field

1. When a technician selects the main bundle, they see the usual quantity/option screens

2. After confirming the main bundle, add-on suggestions appear as "Frequently purchased together"

3. The system asks: "We know you're doing a switchboard, have you thought about X, Y, and Z?"

4. Technician can select relevant add-ons or skip them

5. All selected items are added to the quote
   

📦 Creating Kit Bundles

Kit bundles combine multiple existing bundles into one comprehensive package.

When to Use Kit Bundles

• Split system installations (AC unit + pipework + electrical + wall bracket etc)

• Kitchen renovations (multiple circuits + appliance connections)

• New builds with multiple services

• Comprehensive upgrades

Creating a Kit Bundle

1. Go to Sales Management > Bundles

2. Click Create New Kit

3. Enter kit name and environment settings

4. Search for and add existing bundles (you can only add bundles to kits, not individual products)

5. Set default quantities for each bundle

6. Save your kit

📸 IMAGE PLACEHOLDER: [Kit bundle creation screen showing multiple bundles being combined]

🔧 Split System Kit Example

Here's how to structure a comprehensive split system installation kit:

Core Bundles to Include

• Split System Supply — unit with multiple kW options

• Pipework Bundle — refrigeration lines and insulation

• Electrical Bundle — power supply and control wiring

• Installation Accessories — wall brackets, pipe cover, etc.

Setting Up Quantities

1. Set your standard run lengths (e.g., 5m pipework)

2. Include baseline electrical requirements

3. Add standard accessories

📋 Using Kits in the Field

1. Select the kit bundle from the picture book

2. The system shows all included bundles with preset quantities

3. Technician can adjust quantities as needed (e.g., more cable, longer pipe runs)

4. Choose how to present to customer:

   • As one kit — single line item for clean quotes

   • Itemised — shows all components for detailed quotes

🎯 Quantity Required Bundles

Some bundles need quantity confirmation before adding to quotes:

Setting Up Quantity Required

1. In your bundle settings, enable Quantity Required

2. This is ideal for supply only components where quantities vary by job but don't require labour. If labour is required for each item a kit would be better suited so the labour scales with the items rather than relying on the team to estimate time

Using Quantity Required Bundles

1. When selected, the system asks "How many of each item?"

2. Technician inputs specific quantities needed

3. After confirmation, add-ons are presented if configured

💡 Best Practices

• Relevant add-ons: Only suggest genuinely related additional work

• Logical kits: Group bundles that are commonly done together

• Default quantities: Set realistic baseline quantities in kits

• Presentation choice: Consider whether itemised or kit presentation works better for your customers

Tip: Use add-ons to increase job value while ensuring customers don't miss important safety upgrades or complementary services.