---
title: "Manage template items in Items and Pricing"
slug: "manage-template-pricebook-items"
tags: ["Area - Pricebook", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - Technician", "Type - Commercial", "Type - Residential"]
updated: 2026-10-16T02:29:16Z
published: 2026-10-16T02:29:16Z
canonical: "help.servicetitan.com/manage-template-pricebook-items"
---

> ## 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.

# Manage template pricebook items

## Overview

Enable the *Template Pricebook Items* feature in ServiceTitan to add a template service, material, or equipment to the estimate or invoice and edit the price and description, regardless of permission to complete the job.

> [!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

- Administrators, office employees, managers, and technicians
- Applies to all business types

## Things to know

- When you activate the *Enable Template Pricebook Items* toggle, you can’t revert it as it’s irreversible.

## Add a service, material, or equipment as a template

1. Go to the navigation bar and click **Pricebook**.

Create a service, material, or equipment you want to add as a template. For more, see [Add services to your pricebook](/commercial/docs/add-services-to-your-pricebook), [Add materials to your pricebook](/commercial/docs/add-materials-to-your-pricebook-1), and [Add equipment to your pricebook](/commercial/docs/add-equipment-to-your-pricebook-1).

> [!TIP]
> **Tip:** Ensure templates are clearly labeled as Template item service, Template item material, or Template item equipment for easy identification.

## **Enable the Template Pricebook Item feature**

1. Go to the navigation bar and click **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%3A09%3A16Z&se=2026-11-09T12%3A09%3A16Z&sr=c&sp=r&sig=M2LwOSIMJnOtj9N%2FiagSUdIX0gfpMvjguw33h1W5RjE%3D) .
2. In the side panel, click **Operations** **> Template Pricebook Items**.
3. (Recommended) Click **Auto-Generate Items** to use the generic placeholder for your template item. Or,
4. Select the service, material, or equipment to use the unique items you created.
5. Select the **Enable Edit in Mobile** option to allow technicians to edit the template item field when added to the estimate or invoice. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-template-pricebook-items-image-iueeyahb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A16Z&se=2026-11-09T12%3A09%3A16Z&sr=c&sp=r&sig=M2LwOSIMJnOtj9N%2FiagSUdIX0gfpMvjguw33h1W5RjE%3D)
6. When finished, click **Save**.

## Manage template pricebook items on the Estimate screen

Find a template item you added to your estimate and edit the description and the price.

1. On the *Estimate* screen, search for a service, equipment, or material template item.
2. Edit the price and description of these items. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-template-pricebook-items-image-0at0ox7v.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A16Z&se=2026-11-09T12%3A09%3A16Z&sr=c&sp=r&sig=M2LwOSIMJnOtj9N%2FiagSUdIX0gfpMvjguw33h1W5RjE%3D)

## Manage template items in ServiceTitan Mobile

1. In ServiceTitan Mobile, go to the current job and tap **Invoice**.
2. Tap **Add Items**.
3. Select **Template Items**.
4. Select the template item.
5. Edit the description and the price.
6. Tap **Add To Invoice**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-template-pricebook-items-image-4liycux3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A16Z&se=2026-11-09T12%3A09%3A16Z&sr=c&sp=r&sig=M2LwOSIMJnOtj9N%2FiagSUdIX0gfpMvjguw33h1W5RjE%3D)
7. When finished, tap **Done**.

> [!NOTE]
> **Note:** The name of the template item remains the same, only the description is updated.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-template-pricebook-items-image-gsj96n99.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A16Z&se=2026-11-09T12%3A09%3A16Z&sr=c&sp=r&sig=M2LwOSIMJnOtj9N%2FiagSUdIX0gfpMvjguw33h1W5RjE%3D)