Estimates and catalog
Create catalog bundles without losing cost and price detail
Combine products/services into a reusable offering and understand how component updates affect new documents. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin, estimator.
- Company-admin access
- component products/services already configured.
Sales → Catalog (#/admin/products) → bundle controls
Create catalog bundles without losing cost and price detail
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Open the workspace
In JobBuddy, go to Sales → Catalog (#/admin/products) → bundle controls.
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Confirm access and starting state
Company-admin access; component products/services already configured.
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Complete the main setup
Review bundle versus individual lines, component quantities, rollup and override behavior, customer-facing detail, cost visibility, edit/archive effects, and when to duplicate rather than mutate a widely used bundle.
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Verify the result
Combine products/services into a reusable offering and understand how component updates affect new documents.
Expected result: Combine products/services into a reusable offering and understand how component updates affect new documents.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; component products/services already configured.
The result is incomplete or unexpected.
Bundle-level presentation, component quantities, sale price/cost rollups, tax, later catalog changes, and document-line snapshots can produce unexpected totals.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Combine products/services into a reusable offering and understand how component updates affect new documents.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.