Creating Packages
Build service packages that customers love:
- Navigate to Price Book → Packages
- Click "Create Package"
- Name your package (e.g., "Complete HVAC Tune-Up")
- Add a compelling description
- Select services to include in the package
- Add products or parts if applicable
- Set package price (usually discounted from individual total)
- Save and make available to team
Package Pricing
Price packages for profitability and value:
- Bundle Discount: 10-20% off individual service total
- Value Presentation: Show savings compared to à la carte
- Cost Tracking: Track actual cost vs. package price
- Profit Margins: Ensure packages maintain target margins
- Competitive Pricing: Research market rates
Common Package Types
Popular service package ideas:
- Maintenance Packages: Annual HVAC tune-up, plumbing inspection, etc.
- Installation Packages: Complete system install with all labor and materials
- Seasonal Packages: Spring AC prep, winter heating check
- New Customer Packages: First-time service discount bundles
- Good-Better-Best: Three tiers of same service
- Add-On Packages: Complementary services to main job
Presenting Packages
How to present packages effectively:
- Show itemized breakdown so customers see all included services
- Highlight the savings amount prominently
- Use before/after pricing comparison
- Include package benefits and value points
- Add photos or diagrams when helpful
- Offer financing on larger packages