What is Bundles V2?
Bundles V2 is Burdi's enhanced Bundle system that introduces Environments, option bundles, add-ons, and improved workflow for creating and presenting quotes to customers.
🚀 Key Features in Bundles V2
Bundles V2 introduces several key improvements over the original Bundle system:
Environments — different pricing structures for customer types (residential, commercial, VIP). These were formerly called "Categories" in version 1
Option bundles — good, better, best product selections within a single Bundle
Add-ons — suggested additional Bundles when creating quotes
Kits — Bundles that contain other Bundles for complex jobs
Enhanced presentation — professional quote layouts with multiple options
🏢 Environments
Environments allow you to apply different pricing structures to the same Bundle based on customer type. You can name and create your own Environments to suit your business. Examples include:
Residential — standard pricing for homeowners
VIP — discounted pricing for premium customers
Commercial — adjusted rates for business customers
Builder 1, 2, 3 — different rates for various builders
Each Environment can have different labour rates, markup adjustments, Contingency, and sundries.
⚡ Bundle Types
Bundles V2 supports three main Bundle types:
Standard Bundles
Traditional Bundles with fixed products and labour — ideal for straightforward jobs like fan installations, light fitting replacements, or basic tap repairs.
Option Bundles
Bundles that offer multiple product choices (good, better, best). The system automatically arranges options from most expensive to cheapest, allowing customers to choose their preferred quality level. Perfect for toilet replacements or hot water system upgrades.
Kits
Complex Bundles that combine multiple other Bundles — perfect for comprehensive jobs like split system installations that include the unit, electrical work, and additional components, or complete bathroom renovations.
🔧 Pricing Methods
Dynamic Price — automatically calculates based on current material costs
Fixed Gross Profit — maintains a set profit percentage regardless of material cost changes
Fixed Price — set dollar amount that never changes (ideal for marketing campaigns)
📱 Availability in ServiceM8
All Bundles except for Kits will be available in ServiceM8. ServiceM8 can only absorb one Environment per Bundle, so the Environment furthest to the left in the Bundle builder is the one that gets exported to ServiceM8's catalogue.
To use additional Environments or Kits, you must apply them to the job through the Burdi App — either in Bundle Search or The Pitcher Book feature.
📝 Note: The Pitcher Book feature provides enhanced customer experience with professional quote layouts, ability to create up to 3 quote options automatically, email quotes directly to customers, customer acceptance and online signing, and automatic integration back to ServiceM8.
Related Articles
📹 How Bundles work with ServiceM8
<br> 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 ...Getting Started with Bundles V2 & the Pitcherbook
Welcome to Bundles V2 and the new Pitcherbook! This guide will walk you through everything you need to configure before introducing the new quoting experience to your team. What You'll Learn By the end of this guide you'll know how to: Configure your ...How do I add Categories to My Bundles?
Categories now exist purely to organise your bundles. Some common examples include: Lighting Fans Switchboards Smoke Alarms Air Conditioning To add a category, simply start typing in the field labelled "Categories" within the Bundle Code Builder. ...How Do I Bulk Replace Products in My Bundles?
<br> How Do I Bulk Replace Products in My Bundles? Navigate to Sales Management → Bundles. Open the bundle containing the product you want to replace and click Edit. Locate the product you wish to substitute and click the orange Substitute ...How Do I Quick-Create Bundles from the Passport?
The Passport holds hundreds of community-built bundles. Quick Create lets you copy multiple Passport bundles into your own account in one go so they appear in The Pitcher Book. 🧭 Quick Create Go to Sales Management > My Bundles Click Create New from ...