---
title: "Create and use item groups to hide line items"
slug: "create-and-use-item-groups-to-hide-line-items"
updated: 2026-10-15T00:34:40Z
published: 2026-10-15T00:34:40Z
canonical: "help.servicetitan.com/create-and-use-item-groups-to-hide-line-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.

# Create and use item groups to hide line items

## Overview

Use item groups on estimates and invoices to group multiple Pricebook items under a single line item. This helps you hide detailed sub-items, making customer-facing documents cleaner and easier to understand while still keeping accurate pricing.

---

### 

#### Who uses this feature

- Administrators and office employees
- Applies to all business types

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- Each item in the item group is sent to QuickBooks individually. They won't be grouped or added as a new item.
- Creating an item group does not add new items to your Pricebook.
- Linked materials or equipment added through a service are included in the item group by default and hidden from the invoice or estimate. To show these items separately by default, additional configuration is required. Please contact your Customer Success Manager (CSM) for details.

## Create item groups on an estimate

To add items using an item group from the office:

1. [Search and open](/construction/docs/use-search-in-servicetitan) an existing estimate or [create a new one](/construction/docs/add-and-edit-estimates-in-servicetitan).
2. In the *Estimate Items* section, click **+Item Group**. ![Estimate document showing job details, service location, and item group options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-item-groups-to-hide-line-items-image-a89z3si6.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)
3. On the *Create Item Group* side panel that opens, select the *Parent Item Type:*
  1. **Services**
  2. **Equipment** ![Creating an item group for service installation with project labels and description.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-item-groups-to-hide-line-items-image-jfo2hczn.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)
4. From the dropdown, choose a **Parent Item** from your *Pricebook*. This item will appear on the estimate and invoice, and its price will include all sub-items.
5. (Optional) In the **Name** field, enter a name for the Item Group. This name appears on the customer-facing estimate.

> [!NOTE]
> **Note:** If left blank, the parent item's name will be used.
6. (Optional) In the **Description** field, enter a description for the Item Group. This description appears on the customer-facing estimate.

> [!NOTE]
> **Note:** If left blank, the parent item's description will be used.
7. (Optional) Click the **Project Labels** dropdown and select a project label. Once selected, you can *clear* the selection or *add another label*. ![A user interface displaying project labels with an option to add another label.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-item-groups-to-hide-line-items-image-dtlhveoz.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)
8. When finished, click **Save**.
9. The new item appears under the item group. The item group automatically includes any materials or equipment linked to the parent task, if applicable.
10. Add other pricebook items to the parent item by clicking +**Add Service, +Add Material**, **+Equipment**, **+Other Direct Cost.** ![Service and material details for installing a low pressure switch in a project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-item-groups-to-hide-line-items-image-dbeqvhue.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)

> [!NOTE]
> **Note:** Items already on the estimate won't be removed automatically. To include them in the item group, add them to the group first, then remove them from the estimate.

## Edit, delete, and preview item groups

1. Click **Expand**![An icon in the shape of a downward-pointing arrow representing a Collapse or Expand action.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)next to the item group to expand it and view all included items. Or, click **Collapse**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-up.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)to collapse it.
2. When expanded, click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)to **edit** or **delete** the item group. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-item-groups-to-hide-line-items-image-abb48p8r.gif?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)
3. Click **Print** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-print.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D) to preview the estimate and see how it will appear to your customers. ![Estimate for plumbing installation of new kitchen fixtures with pricing details included.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-item-groups-to-hide-line-items-image-1lss5qvn.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)

## View an item group on an invoice

Item groups are only visible on invoices if they're created on an estimate, either in the office or in ServiceTitan Mobile.

Once the [estimate is converted to a job](/construction/docs/sell-estimates-in-servicetitan#convert-and-sell-from-the-estimate-page), follow these steps to view the item group on the invoice:

1. Open the job's invoice.
2. Look for the **Bundle Name**: this is the item group created on the estimate.
3. Click **Print** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-print.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)to preview how the item group appears to the customer on the invoice. The item group shows as a single line item. ![Invoice detailing HVAC installation with task description, pricing, and total due amount.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-item-groups-to-hide-line-items-image-uytrdwyy.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)

> [!NOTE]
> **Note:** You can't add new tasks to the item group on the invoice. You can still edit or remove items within the group if needed.

![Details of HVAC installation bundle including labor and revenue information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-item-groups-to-hide-line-items-image-pu8y9juy.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A47Z&se=2026-10-31T01%3A42%3A47Z&sr=c&sp=r&sig=QwSFQ%2Bu530g2KtbO%2BkYIQ8%2BNGoRyoj465L0OBywNbXQ%3D)

## Want to learn more?

- See [Create and use item groups in ServiceTitan Mobile](/construction/docs/create-and-use-item-groups-in-servicetitan-mobile)
- See [Create item groups on estimate templates](/construction/docs/create-item-groups)