---
title: "Create and manage categories and subcategories in Pricebook"
slug: "create-and-manage-categories-and-subcategories-in-pricebook"
updated: 2026-10-15T01:14:21Z
published: 2026-10-15T01:14:21Z
canonical: "help.servicetitan.com/create-and-manage-categories-and-subcategories-in-pricebook"
---

> ## 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.

# Create and manage categories and subcategories in Pricebook

## Overview

Set up your categories and subcategories and assign them to pricebook items in ServiceTitan so that technicians can easily find the items they need in ServiceTitan Mobile.

---

### 

#### Who uses this feature

- Administrators and managers
- Applies to all business types

## Things to know

- Services and equipment are not visible in ServiceTitan Mobile unless they're assigned to a category or subcategory. Materials that are not assigned to a category or subcategory are visible in ServiceTitan Mobile separately.
- You can hide a category or subcategory from view in ServiceTitan Mobile so technicians don’t add unconfigured items on jobs. This also lets you set up pricebook categories for office use only, such as Deferred revenue tasks or manager discounts.
- Set up your categories and subcategories in ServiceTitan and then use bulk editing to assign categories and subcategories to services and equipment in your pricebook. For more, see [Bulk edit pricebook items](/construction/docs/bulk-edit-pricebook-items).
- Add images to your categories and subcategories to make your pricebook look complete. For more information, see [Add images, PDFs, and video to your pricebook](/construction/docs/add-images-pdfs-and-video-to-your-pricebook).
- Set technician permissions under **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) **> People > Technicians** to:
  - Assign a *Business Unit* (BU) to a technician. One or more BUs can be assigned to a category or subcategory. Technicians assigned to those BUs or working on a job assigned to those BUs can view only the pricebook items assigned to that category or subcategory.
  - Assign one or more *Pricebook Categories* to a technician. This allows the technician to view pricebook items assigned to those categories. Account configuration is required to use this feature. Contact your [Technical Support](http://go.servicetitan.com/ask) for details. **Permissions example:** Adam is assigned to BU Plumbing. Category 1 has only BU Sales assigned so Adam cannot view the pricebook items assigned to Category 1. Even if Category 1 is added to Adam in Technician Settings, the category will continue to remain hidden. For more, see [Permissions](/construction/docs/set-pricebook-permissions).
- When you enable the *Template Pricebook Items* feature in **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) **> Operations > Template Pricebook Items**, the *Template Item Category* is added to the *Services & Equipment* tab and the *Materials* tab in Pricebook.

## Add a category

You can add categories for services and equipment in your pricebook.

> [!NOTE]
> **Note:** To create categories for materials, account configuration is required. Contact your [Technical Support](http://go.servicetitan.com/ask) for details.

To add a category:

1. Go to the navigation bar and click **Pricebook** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) .
2. In the side menu, click **Categories**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-rguxy9wc.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

> [!NOTE]
> **Note:** Click **Mobile View** to preview how items appear in ServiceTitan Mobile. In Mobile Review, an **Info** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-help-active.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) icon displays on categories with descriptions. Click the icon to open a description popup.
3. In the *Categories* screen that opens, click **Add Category**.
4. In a category field, enter the name of the category. Click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) to save it. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-7n1j5qiw.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) When you add a category, you can:

- [Add a subcategory](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#add-a-subcategory)
- [Edit additional category details](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#edit-additional-category-details)
- [Duplicate a category or subcategory](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#duplicate-a-category-or-subcategory)

## Add a subcategory

You can add a subcategory to a category or add it to another subcategory.

1. From the *Categories* screen, browse the list or use the search field to find the category you want to add a subcategory to.

> [!TIP]
> **Tip:** Click **Filters** to open the Filters screen. You can filter category items based on business units and other details. After setting the filters, click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-629qvw4u.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
2. At the end of a category row, click **More Actions**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)and select **Add Sub-Category**.
3. In the subcategory field that displays, enter the name of the subcategory.
4. Click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) to save it. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-k5wm85gw.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

You can:

- [Edit additional category details](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#edit-additional-category-details)
- [Duplicate a category or subcategory](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#duplicate-a-category-or-subcategory)

## Edit additional category details

You can add and edit additional category details.

1. At the end row of the category or subcategory you want to edit, click **More Actions**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)and select **Edit Additional Details**.
2. On the additional details screen that opens, make necessary edits:
  1. In the **Description** field, enter details that technicians can see in ServiceTitan Mobile.
  2. For **Default Media for Subcategory Items**, add default images and videos for all pricebook items assigned to this category.
  3. For **Default Recommendations**, click the **Services** dropdown to select service recommendations to display in ServiceTitan Mobile. When a technician adds an item within the category to an estimate or invoice, the recommendations appear in a pop-up.

> [!TIP]
> **Tip:** Use the search field to find a service by name or description.

> [!NOTE]
> **Note:** A category’s recommendations only display items that do not already have [recommendations](/construction/docs/add-recommendations-to-services-and-equipment).

3. When finished, click **Save**.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-63yoys5c.gif?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

## Edit a category or subcategory

Use inline editing to edit category information while remaining on the screen and using a drag-and-drop interface. You can also access a details panel to add or edit additional details, such as a category description. For more, see [Move a category or subcategory](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#move-a-category-or-subcategory), [Duplicate a category or subcategory](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#duplicate-a-category-or-subcategory), or [Deactivate a category or subcategory](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#deactivate-a-category-or-subcategory).

To edit a category or subcategory:

1. Go to the navigation bar and click **Pricebook** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) .
2. In the side menu, click **Categories**.

> [!NOTE]
> **Note:** Click **Mobile View** to preview how items appear in ServiceTitan Mobile. In Mobile Review, an **Info** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-help-active.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) icon displays on categories with descriptions. Click the icon to open a description popup.

> [!TIP]
> **Tip:** The number following a name indicates the number of subcategories. Expand a category or subcategory to view the nested items.*![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-1rv0py46.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)*
3. Browse the list or use the search field to find the name of the category or subcategory you want to edit.
4. Use inline editing to edit a category or subcategory:
  1. **Category:** Click the field to change the name. Click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) to save it.
  2. **Business Units:** Click the field to open a list of BUs. Use the search field if needed. Select one or more BUs. Click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) to save it.
  3. **Hide in Mobile:** Click the field to add a checkmark ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) to hide the category in ServiceTitan Mobile. Click the field again to clear the checkmark.
  4. **Image:** Click the image field. In the *Edit Photo* screen that opens, upload an image or delete it. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-z3wj52c8.gif?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

To edit category details, see [Edit additional category details](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#edit-additional-category-details).

## Move a category or subcategory

The *Categories* screen allows you to drag-and-drop reordering and move pricebook categories and subcategories.

1. To move an item to the top or bottom of a category list:
  1. At the end of a category or subcategory row, click **Move** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-swap-vert.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) .
  2. Click **Top** or **Bottom**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-srpzhcxo.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
2. To move an item to a different category or subcategory:
  1. At the end of a category or subcategory row, click **Move** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-swap-vert.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) .
  2. Click **Choose Category**. Select the category or subcategory and click **Move**. Use the search field if needed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-k8o441kx.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
3. To drag and drop an item:
  1. Hover over an item.
  2. Press **Drag** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-drag-indicator.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) and move it to the desired location, such as another category or subcategory. You can move a subcategory out to a top-level category. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-0z9srjl8.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

## Duplicate a category or subcategory

1. On the *Categories* screen, locate the item you want to duplicate. For more, see [Edit a category or subcategory](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#edit-a-category-or-subcategory)
2. At the end of a category or subcategory row, click **More Actions**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)and select **Duplicate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-i2xekai8.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

> [!TIP]
> **Tip:** Right-click on a category or subcategory row to access the same dropdown menu.

## Deactivate a category or subcategory

If you deactivate a category or subcategory, it removes the item from the mobile app along with any subcategories.

> [!NOTE]
> **Note:** Items are not typically deleted in ServiceTitan for historical reporting purposes. Deactivating a category or subcategory does not affect your historical records.

To deactivate a category or subcategory:

1. On the *Categories* screen, locate the item you want to deactivate. For more, see [Edit a category or subcategory](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#edit-a-category-or-subcategory).

> [!NOTE]
> **Note:** By default, the Categories screen shows all active categories. Click **Filters** to filter the **Status** by Inactive or All.
2. At the end of a category or subcategory row, click **More Actions**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)and select **Deactivate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-vl1r6hf1.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

If you want to activate the deactivated category, click **Filters**, filter inactive categories, and click the **Activate** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-power-settings-new.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) **.**

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-manage-pricebook-categories-and-subcategories-image-8rv0blqj.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

## Want to learn more?

- See [Add and edit items with the Pricebook Excel template](/construction/docs/add-and-edit-items-with-the-pricebook-excel-template)

Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** deferred income