A package is the set of financial rules for a particular job type. It determines what appears on the quote, what appears on the invoice, which VAT is calculated, and where the revenue ends up in your accounts.
Every case file in Bas is linked to exactly one package. When you create a job, you choose a package, and that package determines everything that happens financially from then on.
What does a package determine?
A package determines:
Which lines appear on the quote (what the customer sees)
Which lines appear on the invoice (what gets invoiced)
Which revenue group each line belongs to (where the revenue ends up in your accounts)
Which VAT is calculated (21%, 0%, or reverse-charged)
Whether lines are fixed, calculated or optional
At which moment lines appear (quote, acceptance, after completion, etc.)
Why do you need packages?
Every removal company works differently. One company has two packages (residential and commercial), another has ten (per client, per removal type, per framework agreement).
Packages keep your financial process consistent. Once you've selected a package for a case file, the system knows: - Which prices to calculate - Which lines go on the quote - What needs to be invoiced - Where the revenue ends up in your accounts
Calculated lines and moments
Calculated lines
A quote line can be calculated. This means the system automatically calculates the price based on elements from the case file. You select which elements count and group them into 1 quote line.
Available elements for calculated lines:
Element | What it is |
Cubic metres | Volume of the removal |
Removal crew | Number of staff scheduled |
Hours | Calculated working time |
Boxes | Number of boxes |
Building surcharge | Surcharge based on property type |
Travel time | Travel time to and from the customer |
Distance | Kilometres |
Furniture hoist | Furniture hoist costs |
Packing supplies | Packing supplies costs |
Handyman hours / Number of handymen | For handyman services |
Packing hours / Packers | Packing service |
Unpacking hours / Unpackers | Unpacking service |
Warranty certificate | Certificate costs |
Insurance | Insurance costs |
Permit | Parking suspension costs |
Rubbish removal | Rubbish removal costs |
Storage costs per period | Recurring storage costs |
Surcharge for removals via storage | Extra costs for removals involving storage |
Example: You create a quote line "Removal according to inventory list" and select the elements: Hours, Removal crew, Cubic metres, Travel time, Distance, Furniture hoist and Packing supplies. The system automatically calculates the total price based on these elements. The customer sees 1 clear line on the quote.
Tip: For a residential removal from A to B with calculated lines, you don't need to set up separate invoice lines. The quote lines are automatically carried over to the invoice.
Moments in a package
Every package has a workflow with five moments. For each moment, you can set which lines appear:
Moment | When | What happens |
Quote | When drawing up the quote | The customer sees the quote lines with prices |
Quote acceptance | After the customer's approval | Any extra lines are added |
Starting the job | On the day of the removal | Lines for the execution |
Storage loaded | After loading into storage | Storage lines are activated |
After last appointment | After the job is completed | Invoice lines become final |
Most lines are set at the Quote moment. Use the other moments for lines that only become known later (for example, post-calculation after the removal).
The three standard packages
For every onboarding, we start with at least three packages:
Package 1: Residential direct (A to B)
A customer moves from address A to address B, without storage.
Typical lines: - Removal costs (calculated based on cubic metres) - Administration costs (fixed amount) - Box service (optional) - Disassembly/reassembly (optional) - Packing/unpacking (optional)
VAT: Inclusive (the customer sees the total amount including VAT)
Package 2: Residential via storage
The same as direct, but with extra lines for storage: - Loading-in costs (loading) - Loading-out costs (unloading) - Storage costs per container (repeating line per month) - Handling costs
VAT: Inclusive
Package 3: Commercial / hourly basis
For commercial customers, you often work without quote lines, using only invoice lines. The package then functions as a rate sheet: a list of all possible lines with fixed rates.
Typical invoice lines: - Foreman hours (per hour, e.g. 35 per hour) - Removal crew hours (per hour, e.g. 32 per hour) - Handyman hours (per hour, e.g. 42 per hour) - Vehicle hours (per hour, e.g. 25 per hour)
VAT: Exclusive (VAT shown separately, commercial customers reclaim it)
Important for commercial packages:
Repeating lines: The repeat icon (the arrows above the bin icon) makes an invoice line repeat per appointment worked. If a case file has 5 working days, the system generates the line 5 times - grouped per day, with the date automatically shown on the invoice line.
Setting "Ignore lines with a quantity of 0" to Yes: This means you never have to delete invoice lines while drawing up an invoice. Lines with nothing filled in are automatically ignored. This way, the package truly functions as a rate sheet.
Signing moments: You can set, per appointment type, that employees must sign with a job sheet. Set this up for every service where you want a signature.
Tip: Start with these three packages. Do you have framework agreements with regular clients? Then create a separate package per client with the right rates.
VAT inclusive or exclusive
This is a common mistake. Make sure you set this up correctly:
Customer type | VAT setting | Why |
Residential customers | Including VAT | The customer sees the total amount. That's what they pay. |
Commercial customers | Excluding VAT | VAT shown separately. Commercial customers reclaim the VAT. |
If you set this up incorrectly, residential customers get a quote without VAT and are then startled by the higher invoice amount. Or commercial customers get a quote including VAT and think they're paying too much.
Why is it complex?
Packages are complex because they touch several parts: - Quote lines - Invoice lines - Revenue groups - VAT codes - Accounting link
If you set up one of these five incorrectly, the rest won't be right either.
Note: This is the part of the onboarding that takes the most time. That's normal. Take your time and do it together with your onboarding specialist.
When do you create a separate package?
Only create a separate package if the rates or lines are genuinely different:
Do create a separate package for:
Different customer types (residential vs. commercial)
Different invoicing methods (direct vs. via storage)
Framework agreements with regular clients (Achmea, NN, Salverda)
Different VAT treatments
Don't create a separate package for:
Small differences in services (use optional lines)
One-off exceptions (adjust the quote manually)
Seasonal rates (adjust the package per period)
Tip: One company had 68 packages - that's unmanageable. Use optional lines and "ignore zero lines" instead, to cover more scenarios with fewer packages.
Framework agreements
If you have commercial customers with standing agreements, create a separate package per framework agreement. Each package then has the rates and invoicing rules for that specific client.
Example:
Package | Client | Specifics |
Insurer A | Large insurer | Fixed per-cubic-metre prices, order number as reference |
Insurer B | Other insurer | Own rate list, own reference number format |
Relocation Agency X | Relocation partner | Project-based, hourly rates, 2 invoicing moments |
Government body Y | Government | Hourly basis, own forms |
For each package, you set the right rates, revenue groups and invoice structure.
Package per commercial client (subcontracting)
Do you work as a subcontractor for multiple clients? Then create a separate package per client. Each package is effectively a rate sheet for that specific client.
Why a separate package per client: - Each client may apply different rates - You can see exactly how much revenue you generate per client - Invoices are automatically drawn up according to the agreements with that client - You avoid mistakes because employees select the right package when creating a case file
Tip: Give the package the client's name (e.g. "Client X - hourly basis" or "Relocation Agency Y - export"). That way it's immediately clear to everyone which package belongs to which client.
Tips
Start with three packages. Residential direct, residential via storage, and commercial hourly basis. Expand later if needed.
Use recognisable names. "Residential direct" is better than "Package 1" or "Standard".
Test with a real scenario. After setting it up, create a test quote based on a removal you recently carried out. Is the price correct? Are the lines correct?
Take your time. This isn't something you do in 15 minutes. Plan at least an hour for it, together with your onboarding specialist.
Please note
Incorrect VAT is the most common mistake. Check for every package whether the VAT setting (inclusive/exclusive) matches the customer type.
Switching a package on an existing case file can cause the invoice button to disappear or amounts to become incorrect. In that case, it's better to create a new case file.
Too many packages make the system unmanageable. Keep it clear and simple.
Next step: Setting up quote lines