--- title: "Define chargeable materials" slug: "define-chargeable-materials" tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Commercial", "Type - Residential"] updated: 2026-10-15T03:42:17Z published: 2026-10-15T03:42:17Z canonical: "help.servicetitan.com/define-chargeable-materials" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Define chargeable materials ## Overview After you [create an estimates](/commercial/docs/add-and-edit-estimates-in-servicetitan) and attach it to a Job, you can make the material chargeable or non-chargeable to define chargeable materials as taxable, just like services, equipment, and other direct costs. This helps you avoid inaccurately charging the customer when you add materials to an Estimate. > [!NOTE] > **Note:** Depending on your account's configuration, you might see one or more of the following: > > - *Items and Pricing* instead of *Pricebook*. > - *Customer* instead of *Homeowner*. > - *Procurement* instead of *Inventory*. > > The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq). --- ### #### Who uses this feature - CSRs and Office employees - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - The *View estimate* and *Edit estimate* permissions are required to use this feature. Please contact the account administrator on your team. ## Define chargeable materials There are two options to enable chargeable materials: - Option 1: From the *Materials* sub-section - Option 2: From the edit item page **Option 1:** In the *Material* sub-section, turn on the **Taxable** toggle. ![Estimate items showing a copper pipe with tax toggle and pricing details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/define-chargeable-materials-image-tqdzz0kd.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A15Z&se=2026-11-09T12%3A16%3A15Z&sr=c&sp=r&sig=8CBKEU1%2Fus%2FJNfnzbZEydxckE2jxDVd7VbDYUBSNncc%3D) **Option 2:** 1. Select a material item and click **More![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A15Z&se=2026-11-09T12%3A16%3A15Z&sr=c&sp=r&sig=8CBKEU1%2Fus%2FJNfnzbZEydxckE2jxDVd7VbDYUBSNncc%3D).** 2. Click **Edit the item**. ![Table displaying material details, including quantity, unit cost, and total cost.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/define-chargeable-materials-image-gy0k0p7d.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A15Z&se=2026-11-09T12%3A16%3A15Z&sr=c&sp=r&sig=8CBKEU1%2Fus%2FJNfnzbZEydxckE2jxDVd7VbDYUBSNncc%3D) 3. In the *View / Edit Material Details* window that opens, enable the **Taxable** toggle. ![User interface for editing material details with toggle options for chargeable and taxable.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/define-chargeable-materials-image-1o8pvl5j.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A15Z&se=2026-11-09T12%3A16%3A15Z&sr=c&sp=r&sig=8CBKEU1%2Fus%2FJNfnzbZEydxckE2jxDVd7VbDYUBSNncc%3D)Use [Other Direct Costs](/commercial/docs/use-other-direct-costs-in-pricebook#add-other-direct-costs) feature in Pricebook, to add non-material costs as estimate items. ## Template Pricebook Items Enable *Template Pricebook Item to* add template pricebook items to an estimate or Invoice items so your employees can easily find the pricebook item they need during a job. Add template pricebook items to an estimate or invoice items and edit the price and description of one Template Pricebook item to reflect the non-pricebook item for each service, equipment, material, and other direct costs regardless of permission to complete the job. 1. Go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A15Z&se=2026-11-09T12%3A16%3A15Z&sr=c&sp=r&sig=8CBKEU1%2Fus%2FJNfnzbZEydxckE2jxDVd7VbDYUBSNncc%3D).** 2. Select **Operations > Template Pricebook items.** 3. Click **Enable Template Pricebook Items.** ![Estimate items table showing service description and unit price details clearly outlined.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/define-chargeable-materials-image-hfvyrtrm.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A15Z&se=2026-11-09T12%3A16%3A15Z&sr=c&sp=r&sig=8CBKEU1%2Fus%2FJNfnzbZEydxckE2jxDVd7VbDYUBSNncc%3D) > [!NOTE] > **Note:** When added to an estimate or invoice, the price and description fields of the item will be editable by all office employees. ## Want to learn more? - See [Manage estimates in ServiceTitan](/commercial/docs/manage-estimates-in-servicetitan) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)