Feature Request: Increase the quote template limit + add product/service bundles

Current state

Jobber has a cap of 30 quote templates. In residential HVAC alone, we have around 70-80 system configurations, each with different equipment and installation supplies.

We want equipment images in our quote intros, so we’ve strategically condensed the need for 80 templates to fit within the given 30 by grouping configurations with identical-looking equipment. Each template has a preset image and general intro text, but we have to manually add the equipment and supplies for the specific home.

Problem we’re running into

Even when equipment looks identical, the model numbers and supplies can vary widely. Preloading every possible item would leave us with 40-50 line items, most of which would need to be deleted. Adding only what’s needed is easier, but it means we’re still building much of each quote manually for every home. We also create 2-3 quotes per home to give them different options, so as you can imagine, the templates are really only saving us from adding the intro images, description, customer message, etc.

To add, since we’ve reached the template cap on system configuration alone, we can’t create templates for additional use cases without deleting existing ones.

Two requests

1. Increase or remove the 30-template limit so we can save complete templates for our common configurations.
2. Add reusable product/service bundles so we can group equipment with its associated supplies and add those items to a quote in one step.

Bundles would also make our existing templates more useful. We could open the template with the correct equipment image, search for the configuration needed for that home, and add its equipment and supplies at once.

Acceptance criteria

For quote templates:

• Support at least 100 templates, unlimited would be ideal though.
• Make templates easy to search and organize as the list grows with categorization tools.

For product/service bundles:

• Allow users to create, name, and edit reusable groups of products/services.
• Make bundles searchable while building a quote, job, or invoice.
• Add all items in a selected bundle in one action.
• Keep each item individually editable so quantities, pricing, and selections can be adjusted for the job.

Time saved and business impact

We haven’t measured the exact minutes per quote, but this would replace repeated item searches and manual entry with one template selection or bundle search.

It would also reduce missed supplies, incorrect equipment combinations, and the time spent checking each quote before sending it. For a small business where the same people are quoting and doing the work, that time adds up quickly. As we scale and bring on more employees, it'll be important to make it easy for them to choose the right items and protect revenue.