In this video we will focus on how to create and set up custom bundles:
Video Agenda:
0:05 What is custom equipment?
0:27 Create custom equipment
1:38 Add model numbers & cost
2:12 Create custom bundles
4:08 Adding custom bundles onto a proposal
*Please note: This video is best for people who are not utilizing our Kickstart Program.
If you have not seen it already, the Kickstart form uploads:
Pre-load product descriptions for residential equipment
Pre-load product images
Pre-load series / family information
For certain brands. Click here to complete the Kickstart request.
If you have already completed the Kickstart request, click here to see how to upload model numbers and costs.
If you have any questions please don't hesitate to reach out to our support team using the chat box in the bottom right hand corner of this screen.