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Create bundles and attach labor and catalog items

bundlelaborcatalog item

Bundles are the client-facing, standardized offerings that take human labor and expertise to deliver. If Catalog Items typically represent licenses like "antivirus" or "productivity software", Bundles represent the human-led operations that drive your MSP like "help desk" or "compliance consulting." Behind each bundle is the internal delivery model: labor roles, catalog items (if you choose to roll them in), and the margin your organization applies. ClarityCalc uses these inputs to calculate the bundle's cost and derived price.

Before you begin

You need to be signed in with Analyst or Owner permission. Create any catalog items and labor roles you plan to attach before you start. If you want to bill by a custom unit, set up that custom unit type first.

Steps

  1. Open Catalog and select Bundles.
  2. Select New bundle.
  3. Complete the bundle form:
    • Name
    • Code (optional, if you use internal codes for billing etc)
    • Category
    • Billing unit
    • Client-facing description (appears in SOW) (optional)
  4. Select Create bundle.
  5. After the bundle is saved, open the Labor section.
  6. Attach labor roles to the bundle:
    • Choose a labor role.
    • Enter Hours per unit per month. This tells ClarityCalc how much labor effort the bundle consumes.
    • Select Attach role.
  7. If you need help estimating labor, use the Estimate Hours / Unit panel to calculate a starting value and copy it into the form. See the Labor Hours Calculator section below for more details.
  8. Open the Catalog Items section and check the catalog items you want included in the bundle's cost calculation. Catalog item attachment changes save automatically.

💡 Tip

Why would you also add a catalog item into a Bundle? While labor represents the "person doing the task" sometimes the bundle also requires a "tool for the job" that just isn't ever needed otherwise. Associating the cost of the tool (such as compliance documentation portals, or help desk delivery mechanisms) consolidates all the necessary components into a single, client-understandable line item. Rather than explaining to your customer why you need a license to a specific scanning software, your messaging can focus on what actually matters: the outcome they're paying for.

  1. Review the Pricing summary. ClarityCalc shows the cost breakdown for labor and catalog items and derives the bundle price from those costs and your organization's default margin.

Labor Hours Calculator

What to watch for!

  • You must save the bundle before you can attach labor or catalog items. The form will return an error if you try to attach before saving.
  • Bundles are the client-facing commitment. Attached labor and attached catalog items are internal delivery inputs. Clients see the bundle name, description, and price. They don't see what goes into it.
  • The bundle page states that price is derived from component costs and the organization default margin.
  • If a bundle is already used in plans, changing its attached components can affect those plans on their next load. ClarityCalc recalculates the bundle price when you make changes.
Last updated May 17, 2026