In FieldPulse you can set up Invoice Bundles for services and parts that are often grouped together on an estimate or invoice, to save you time.
To set up a new bundle to easily add to your invoices, click on 'Administration' in the main menu, and then click 'Estimates and Invoices'. Next click 'Invoice Bundles' in the sub header, or click here to go there directly. On the Invoice Bundles page click 'Create New'.
In the window that pops up, enter a name for the invoice bundle and add the line items that make up your bundle. Then, click Save.
Once you have a bundle set up, when building an invoice or estimate, you can add that bundle by clicking Insert Bundle and then clicking on the bundle you want to add. You'll then see the bundled items reflected in the invoice items.
Congratulations! You've just added an invoice bundle and inserted it into an estimate. For help with invoice bundles, reach out at firstname.lastname@example.org or click the blue chat icon at the bottom right of the screen when in the app.