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What are Bundles?
The Bundles Add-on streamlines your pricing, quoting, and invoicing process. It allows you to combine multiple items—labour, materials, or services—into a preset “bundle” with a fixed price and single description that clients see on their quotes and invoices.
What are Proposals?
Proposals are enhanced quotes that offer richer formatting, photos, and multiple-choice options— giving clients more detail, choice, and control in the buying process.
When clients receive a Proposal from your business, they get a modern online experience. Clicking the link from your email or SMS opens their personalised Proposal, which appears as a custom webpage created specifically for them.
Why would you want to use Bundles + Proposals?
Using these two powerful add-ons together combines their benefits!
You can offer packages of services to your customers and let them choose between multiple options.
You’ll get all the benefits of itemised pricing within each bundle, and you can easily present multiple packages on the proposal.
This increases your chances of closing the deal – when customers see options, their mindset shifts from “yes or no” to “which one should I choose?”
How to get started
Switch these add-ons on by going to account > settings > ServiceM8 Add-ons.
You can set them up and explore them without having to publish them to customers immediately, so put an hour aside and get going – what have you got to lose?!
Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.
I can help you craft a business that’s easy and efficient to run.
I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.
I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.
My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.
