Packages
Available in: Leap Premium and Leap Enterprise only
This feature allows you to group together multiple Price Guide Options within the same category to create packages. Once they have been created, you can swipe through different packages in the app, as well as create Custom Packages.
You should configure your packages after all of the Measure Sheet Items and Options have been added to the Price Guide.
Add/Edit Packages
-
- In your Leap Dashboard, navigate to Pricing > Packages.
- To add a new package, click the
button.
- To edit an existing package, click the
button under Action
- Fill in the necessary fields:
- Package Name: The name of the package
- Category: The category in which the package belongs
- Included Offices: The offices that the packages would be available in
- Options: The choose price guide option in the package
- Once you select the category in which the package belongs, all Measure Sheet Items that have more than one Price Guide Option show up.
- Click the drop-down under Option to select which Price Guide Option you would like to include in the package.
- After selecting the options, click
on the bottom left of the window.
- Any measure sheet items with a single price guide option are automatically added to the pricing of the corresponding package if a measurement or quantity is added to the estimate.
Packages in the App
For packages to appear in the Leap app, you would first need to add quantity measurements to items in a category. Once they have been added, preset packages will then show up on the Estimates screen. Swipe left and right to choose between packages.
Custom Packages
If you want to change some of the price guide options in the preset packages, you have the option to create a Custom Package. To create a custom package:-
- First add quantity measurements to items in your chosen category.
- In the Estimates screen, click
.

-
- Select the price guide options you want to include in the package.
- After you’ve selected price guide options, click
.
- Leap will then prompt you to name your package. Click Save.

Note: You will receive a warning if an Upcharge is not available on an option you have selected from that package.

This article is for Dashboard 3.0. Click here to view the help article for version 2.9.