Save a repeatable set
Build a template from the parts and other lines that belong together for a recurring job.
Reusable bundles
Prepare the parts and other lines you regularly use together once, then reuse the template.
Book a demo
In practice
Review it for the actual work
Use the template as a starting point and check the quantities and scope for the job in front of you.
Keep templates separate from stock
Saving a bundle template does not itself change stock. Inventory changes belong to the relevant preparation or stock action.
Before you get started
Availability and stock actions depend on your workspace configuration and permissions. A template is not a stock reservation.