Adding an item to the pricebook is a one-page form. Get it right once and your team uses it in estimates and invoices from then on.
Create a new item
- Pricebook in the left nav.
- + New item.
- Fill in the fields below.
- Save.
Required fields
| Field | What it does |
|---|---|
| Name | Customer-facing. Short and clear: 35/5 dual-run capacitor, not capacitor 1. |
| Type | Service, Part, Labor, or Bundle. Drives where the item appears and how it reports. |
| Unit price | What the customer pays per unit. |
Recommended fields
| Field | What it does |
|---|---|
| Unit cost | What you pay per unit. Drives margin math on every estimate and invoice. Leave blank if you don't track cost, but you'll lose margin reporting. |
| Description | Shown on the customer-facing invoice and estimate. Useful for explaining what the item is. |
| Category | Pick from the dropdown (see Item categories). |
| Taxable | Default Yes. Toggle off for items your state doesn't tax. |
Optional fields
| Field | What it does |
|---|---|
| Image | Useful for visual ID in the field UI. |
Activating / deactivating
Items have an is_active flag. Inactive items:
- Don't appear in field search (techs can't accidentally add them).
- Still appear on historical estimates and invoices.
- Can be reactivated at any time.
Tip
When you discontinue a part or change the model number, don't delete — mark inactive. That way historical invoices that reference the old part still read correctly.
Editing existing items
Open the item → Edit. Price changes apply to future invoices only — historical ones keep the price they were created with.
Per-line override on a job
Even if a price is set in the pricebook, you can override on a specific estimate or invoice. That doesn't change the pricebook — just that one line.