Overview
Packages in Copilot let you bundle multiple items or services together for quick use in estimates or invoices. This saves time when you regularly sell or schedule groups of services together—while still allowing customers to select or deselect specific items if needed.
What Are Packages?
A Package is a collection of items and services grouped together under one name.
Example:
If you frequently offer Spring Cleanup services, you might create a package that includes:
Lawn Mowing
Leaf Removal
Mulch Application
When you add this package to an estimate or invoice, all included services appear instantly. Customers can still choose which ones to keep or remove.
Step 1: Open the Packages Page
Go to the Resources tab in your Copilot dashboard.
Click Items & Services.
Select the Packages tab at the top of the page.
Step 2: Create a New Package
Click the + New Items Package button.
Choose New Items Package.
You’ll be taken to a page where you can:
Enter a Package Name (e.g., Lawn Care Bundle or Monthly Maintenance Package).
Add the Items or Services you want included in the package.
Step 3: Add Items or Services to the Package
Click the + Add Line button to add a new item or service to the package.
Search for and select existing items or services from your account.
Repeat as needed until your package includes everything you want.
Step 4: Save Your Package
Once you’ve added all desired line items:
Review the package name and included items.
Click Save Package to save your new package.
Your package will now appear in the Packages list and will be available to add to estimates, visits, or invoices as needed.
Tip
Packages are perfect for standard service bundles—such as seasonal cleanups, recurring maintenance plans, or multi-service discounts. They help ensure consistency, speed up quoting, and maintain pricing accuracy across your team.