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Line Items

How to search, add, edit, delete, import, and export the line items (services, materials, discounts) your business bills against.

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Line Items

This screen is where you manage the catalog of billable items your business uses on estimates, work orders, and invoices: services, materials, discounts, subscriptions, products, support items, and estimate fees. From here you can search the list, review pricing at a glance, and add, edit, or remove items.

What you can do here

  • Search line items by name, item code, SKU, or description using the search box at the top.
  • Sort the list by Item Code, Name, or Unit Cost by clicking the column header (desktop table view).
  • See a row of count chips showing how many items you have of each type (service, material, discount, subscription, product, support, estimate), plus a total count.
  • Review each item's Item Code, Name, Type (color-coded badge), Category, Unit Cost, Metric, and Quantity in the table. On a phone, the same information appears as cards with the type badge, name, cost, unit, and category.
  • Click New Line Item (or the plus button on mobile) to open the create form.
  • Click the pencil icon on a row to edit that item, or the trash icon to delete it. Deleting asks you to confirm first, since it cannot be undone.
  • Import a batch of items from a CSV file, and export the current list to a CSV file, using the Import and Export buttons in the toolbar.

Steps

To add a new line item:

  1. Click New Line Item.
  2. Enter the Item Name (required) and, optionally, an Item Code.
  3. Choose a Category and, if this item belongs under another item, a Parent Line Item.
  4. Fill in Instructions, Cost, Quantity, and Unit Metric as needed.
  5. If this item carries its own discount, enter it under Item Discount (for example, "10%" or a flat amount), with optional Discount Notes.
  6. Add Why Choose Us or Notes text, mark it Taxable if it applies, and list anything included under What's Included.
  7. Click Save.

New items you create here are added as Service items. Other item types (material, subscription, product, and so on) are typically brought in through CSV import or set up elsewhere in the catalog.

To edit or remove an item, use the pencil or trash icon on its row and follow the same form, or confirm the deletion.

  • /help/service-manager/categories
  • /help/service-manager/lineitems/pricecharts
  • /help/service-manager/services
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