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Working with Component Packages

Component Packages are reusable assemblies of materials, labor, and other line items you use to build proposals quickly. The Component Packages library is built to be easy to browse, filter and personalize. And since XBuild is AI native our component packages deliver flexibility that’s unmatched by static product lists. This article walks through the experience: filtering your library, favoriting packages, copying XBuild templates, editing line items, managing active and inactive states, and switching between grid and list views. If you’re brand new to Component Packages, this is where your company keeps every reusable scope you bid on — roofing systems, siding bundles, gutters, decking, and so on. Packages are the starting point for every estimate XBuild builds for you.

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1. Open the Component Packages Library

  1. Sign in to your XBuild account.
  2. Open Settings.
  3. In the Settings navigation on the left, click Packages.
  4. You’ll land on a page titled Packages, with the subtitle “Assemblies of components with specific material items,” and your library laid out below.
When you’re done, use the Go back arrow at the top of the Settings navigation to return to the main app. From this page you can browse, search, filter, favorite, create, copy, and edit packages.

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2. Browse and Filter Your Library

The library has a filter dropdown and a favorites toggle at the top so you can scope what you’re looking at instead of scrolling through one combined list.
  1. At the top left of the library, click the filter dropdown (defaults to All).
  2. Choose a scope:
    • All — every package available to your company, including XBuild templates.
    • My company — packages your company has created or copied. These are shared across every user on your account.
    • XBuild Templates — XBuild’s pre-built starter packages. These are read-only and maintained by XBuild.
  3. Next to the dropdown, toggle My favorites on to narrow the view to just the packages you’ve personally starred.
  4. Use the Search for packages and items bar to search by package name or by line item inside a package.
Tip: If you can’t find a package you used last week, check the filter — you may be scoped to XBuild Templates or have My favorites toggled on. Try clearing both and switching to All.

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3. Switch Between Grid and List View

The library supports two layouts. Use whichever fits how you scan.
  1. In the top right of the library, find the view toggle (two small icons — grid and list).
  2. Select Grid for the card layout. Each card shows the package name, description, line item count, and template badge if applicable. Good for visual scanning.
  3. Select List for the compact row layout. Each row shows the package name, template badge, and line item count. Good for fitting more packages on screen.

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4. Favorite a Package

Favorites are personal — only you see your starred packages — and make it faster to get to the ones you build proposals from most often.
  1. Click the star icon on any package card (grid view) or any package row (list view).
  2. A filled gold star means the package is favorited.
  3. To view only your favorites, toggle My favorites on at the top of the library.
  4. Click the star again to remove a favorite.
Favorites do not sync across users on the same account — if a teammate stars a package, you won’t see it in your favorites.

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5. Copy an XBuild Template

XBuild Templates are read-only — you can use them directly in proposals, but you can’t edit their construction logic or line items. To customize a template (rename it, add line items, change pricing logic), copy it into your company’s library first.
  1. From the library, find a package marked with the XBuild Template badge.
  2. Click the package to open it. A banner at the top explains: this is a live XBuild template, read-only, kept tuned as XBuild optimizes standard packages. Copying disconnects your version from future template updates.
  3. Click the Copy template button at the bottom of the package detail view.
  4. The copy is created in your My company library as a regular, fully editable package.
Important things to know about copies:
  • A copied template is independent. It is not linked to the original — future XBuild updates to the template will not flow through to your copy.
  • You can copy the same template more than once if you need multiple variations (for example, a residential and a commercial version).
  • Copies behave like any other company package: you can rename them, edit line items, duplicate them, mark them inactive, and so on.
  • If you want the latest version of an XBuild template, make a fresh copy and migrate your customizations across.

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6. Edit Line Items and Pricing Source

Inside a package, Items in this package lists every material, labor item, and accessory available to the AI when it builds an estimate from this package. The AI selects the relevant items per project — not every item appears in every estimate. Items tracking supplier pricing are marked with a ⚡ icon. Every row is an item from Your Catalog — the package doesn’t hold its own copy. Editing an item here edits it everywhere it’s used, and editing an XBuild default item makes it your own copy the first time you change it. For the item-level details — types, price sources, options, and supplier links — see Your Catalog. To edit a line item:
  1. Open a package in your My company library (templates are read-only).
  2. Click the item you want to edit, or choose Edit item from its ••• menu. The item drawer opens — the same one Your Catalog uses.
  3. Set the basics:
    • Item name and Type — Material, Labor, Equipment, Fee, or Other.
    • Price and Unit (Bundle, Roll, Piece, etc.).
  4. Choose a Price source:
    • Supplier (⚡) — the price comes from a product at your connected supplier. If the supplier has no price for it, the price you entered is used instead.
    • My price — the price you enter is used every time. It will not auto-update.
  5. Optionally, fill in Estimation instructions — short, plain-language quantity rules for this item (for example, “3 bundles” or “1 roll per 10 squares”). The package table shows these in its Calculation logic column.
  6. Changes save automatically. Click Done to close the drawer.
You can also change a My price value right in the table: click the price in the Unit price column, type, and press Enter. Supplier prices are read-only there. To take an item out of a package without deleting it, choose Remove from package from its ••• menu. The item stays in Your Catalog. If you haven’t connected a supplier yet, a supplier-linked item uses your own price until a connection exists.

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7. Use Construction Logic to Guide the AI

Each package has an optional Construction logic field at the top of the package detail page. This is where you describe the underlying math of the assembly in plain language — labor-to-material ratios, unit consumption rules, waste factors, and conditional rules. XBuild interprets and applies this when building estimates. Examples of what to put in Construction logic:
  • “Use 3 bundles of shingles per square. Add 10% waste for shingles, 5% for accessories.”
  • “Labor is 1.5 hours per square for a 2-person crew. If roof pitch exceeds 8/12, add 20% to labor hours.”
  • “Underlayment: 1 roll covers 10 squares. Ice & water shield required at all eaves and valleys.”
Construction logic is optional, but the more specific it is, the more accurate XBuild’s auto-generated estimates will be for that package.

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8. Mark a Package as Active or Inactive

Inactive is a way to retire a package without deleting it. Inactive packages are hidden from the AI agent and excluded from the picker when users build proposals, but they remain in the library so you can re-activate or fix them later. To toggle a package’s state, open the overflow menu (•••) on the package card or row, or open the package and use the overflow menu in the top right of the detail view. Select Make Inactive (or Reactivate to bring one back). Inactive packages:
  • Are excluded from XBuild’s AI agent when it builds proposals automatically.
  • Display with a greyed-out treatment and an Inactive label.
  • Remain editable so you can fix them up before re-activating.
Note: Marking a package inactive is an admin-level action. Standard users on your account won’t see the option.

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9. Create a New Package

To build a package from scratch:
  1. Click + Create Package in the top right of the Component Packages library.
  2. Give the package a name and a short description.
  3. Click Add items next to the Items in this package heading. The picker searches your catalog and your connected suppliers at once — type two or more characters, then click Add on each item you want; the dialog stays open so you can add several. If an item doesn’t exist yet, click Create ”…” at the bottom of the picker to open the item drawer with that name filled in; the new item is saved to Your Catalog and pinned at the top of the picker so you can add it with one click. To place an item at a specific spot later, use Add item above or Add item below from a row’s ••• menu.
  4. Fill in the Construction logic field with any package-wide rules.
  5. Star the package if you want it in your favorites.
The new package shows up immediately in My company for everyone on your account.

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Troubleshooting Common Issues

I can’t find a package I created last week. Check the filter dropdown — you may be scoped to XBuild Templates, or have My favorites toggled on. Switch to All and turn off favorites. If it still isn’t there, it may have been marked Inactive; inactive packages sort to the bottom. My copied template didn’t pick up XBuild’s latest update. Copies are intentionally disconnected from their source template. If XBuild publishes a new version, your existing copies don’t change. To pick up the new version, make a fresh copy from the updated template and bring your customizations over. A teammate doesn’t see my favorited package in their favorites. Expected. Favorites are saved per user and don’t sync across the company. To share a package, just leave it in My company — that’s already visible to everyone on your account. Prices aren’t updating automatically. Open the item and check its Price source. If it’s set to My price, switch it to Supplier and link a supplier product. If you don’t have a supplier connected, go to Settings → Connectors to connect one. Supplier prices are fetched and stored — refresh them from Your Catalog with Refresh pricing, or per item with Refresh price — see Your Catalog. The item is supplier-linked but the price isn’t pulling through. Supplier pricing falls back to your own price when the supplier doesn’t have a price for that SKU. Verify the linked SKU is correct, the supplier is connected, and the supplier carries that item. I changed an item’s price in one package and it changed in another package too. Expected — an item is one record shared by every package that includes it. If two packages need different prices for what looks like the same product, create a second item with a different name. For further assistance, contact XBuild Support at support@x.build.