Understand the Kits Feature in Tradify

Updated June 11, 2026 22:44

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Topic

Learn about Kits in Tradify and how to add them to Quotes. Kits combine materials, labor, and other costs into one item for quotes. They simplify quoting by bundling typical service costs, letting you select one item instead of many.

Note: Kits are exclusive to quotes. They cannot be used within Jobs, Invoices or Purchase Orders, however, they can be transferred as the base line items split up to each of these features.

Video Guide

Price List Items and Billing Rates

Kits commonly include Price List Items and Billing Rates. For more information on how to create and manage these so you can add them to your kits, check out:

Creating a new Kit

Navigate to the Settings page.
Select Kits.
Select New.
Select New Kit.
Add a Display Name.

Note: Use the Display Name to find the kit when adding it to future quotes.
(Optional) Select a Kit Category.
Select Add Item.
Select from Time, Price List Item or Miscellaneous.
Select or add the item details you want in the kits.
Select Save.
Repeat steps 7 through 10 for each item you want in the kit.
Select Save on the Kit.

Note: Price list items and Billing Rates in a kit update automatically when changed in settings. For example, updating the buy price in Price List Item settings will reflect in future quotes using the kit. (Kit items in existing quotes before the update remain unchanged.)

Preview The Kits Price

Within the Kit, you can view the price breakdown; including cost, gross profit, subtotal, and tax. This allows you to see how it changes with different Pricing Levels and Tax settings.

To do so, use the corresponding dropdowns under the Kit Price Preview section.

Kit Options and Actions

Add Kits to Quotes

Add Kits to a Quote

Additional Information

For more info on quote features, see here: Create a Quote With Options