---
title: "Create item groups"
slug: "create-item-groups"
updated: 2026-10-15T00:34:50Z
published: 2026-10-15T00:34:50Z
canonical: "help.servicetitan.com/create-item-groups"
---

> ## 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 item groups

## Overview

You can create item groups on both estimates and estimate templates. Item groups on estimates let technicians present complex packages as a single line item. Item groups on estimate templates offer the same functionality but save time in the field by eliminating the need to build these packages during a job.

---

### 

#### Who uses this feature

- Administrators and managers
- Account configuration is required to use this feature. To update your account, please contact your success or implementation manager.

## Things to know

- Item groups appear as a single line item only on customer-facing estimates and invoices. Individual items within a group are visible from the office and when running reports.
- Creating item groups on estimate templates does not create new items in your pricebook
- When presenting estimates in ServiceTitan Mobile, technicians can edit items in an item group. These changes are not saved to the estimate template.
- You can duplicate an existing Item Group from the Item Group menu to quickly create a copy of the group and all its sub-items.
- Item group descriptions are managed separately from parent item descriptions and are what appear on customer-facing estimates and invoices. If the item group description is left empty, ServiceTitan uses the parent item's description from Pricebook.

## Create an Item Group on estimate

### Create an Item Group

1. Open the estimate and click **+ Item Group** to create. ![User interface displaying options to estimate items and add item groups.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-v58qpnmi.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
2. In the *Create Item Group* pop-up, enter the following details: ![Form for creating an item group with fields for service and equipment selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-92jam035.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
  1. Select **Service** or **Equipment** type.
  2. Select **Parent Item** in the dropdown.
  3. (Optional) Enter a **Name** for the Item Group.
  4. Add a **Description** for the Item Group.

> [!NOTE]
> **Note:** If left empty, the item group description defaults to the parent item's Pricebook description. Otherwise, the item group description is shown to the customer.
  5. Add **Notes** to the Item Group.

> [!NOTE]
> **Note:** Use the Notes field to add any information that doesn't fit in the description field.
  6. Select **Project Labels**.
  7. Select the **Budget Segments**.
3. When finished, click **Save**.

## Update the Item Group

1. After creating the item group, you can further manage it in the estimate screen. To add items to the item group: ![Service details for Bypass Humidifier with options for equipment, material, and costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-r8k79n60.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
  1. Click **+Add Service** and select the item you want to add.
  2. Click **+Equipment**, **+Material** and **+Other Direct Cost** and select the items you want to add.
2. To update the item group: ![Options to edit, delete, or duplicate an item in a service list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-j2ur1um2.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
  1. Click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D) next to the item group to update the item group description. A pop-up opens, where you can update the description text. When finished, click **Save**. ![Item group description.png](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Item%20group%20description(1).png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
  2. Click **Menu**![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)**>** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D) **Edit the item** to update the item group description including *Name, Description, Notes* and *Project Labels.*

> [!NOTE]
> **Note:** Updating Parent Item description within the item group won't update Item Group description. Ensure to update it within the Item Group details.
  3. Click **Menu**![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D) **>** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)**Delete the item** to remove the item group from the estimate.
  4. Click **Menu**![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)**> Duplicate** to copy the item group in the estimate.

## Create an item group on estimate templates

1. Follow the steps to [create or edit an estimate template](/construction/docs/create-estimate-templates).
2. From the *Edit Estimate Template* screen, click **+ Item Group**. ![Editing an estimate template for a stainless steel kitchen sink design.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-14d887tx.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D) The *Create Item Group* pop-up opens.
3. Under *Parent Item Type*, select whether you want to build an item group based on a service or equipment item.
4. Use the **Select Parent Item** search field to find the item you want as the parent item. You can search by item code, name, or description.

> [!NOTE]
> **Note:** The parent item description is listed as the single line item for the item group.

![Creating an item group for stainless steel sink installation services in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-spf1iwjm.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
5. To create a name for the item group, enter it in the **Name** field. Otherwise, the estimate template uses the parent item name.
6. When you're done, click **Create**. ![Creating an item group for a kitchen service package in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-tygi33tk.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
7. The newly created item group appears in its own section on the estimate template ![Service details for a 1.5 Ton Standard Air Handler with pricing information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-u58qyuhx.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
8. Click **+Equipment** or **+Material** to add the sub-items to the item group.

## Edit sub-items in an Item Group on estimate template

After you [create an item group](/construction/docs/create-item-groups#create), you can add and remove sub-items:

1. Find the item group you want to edit on the Edit Estimate Template screen.
2. Click **Add Service** to add more parent items to the item group.
3. Click **+Equipment** or **+Material** to add a sub-items to the item group.

> [!NOTE]
> **Note:** The price of the item group adjusts automatically by the price of the sub-item.
4. Use the search field to find the sub-item you want to add. You can search by item code, name, or description. ![Search bar displaying 'osmosis' with highlighted options for reverse osmosis system installation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-qf6ldf5a.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
5. Edit the sub-item as needed:
  1. Use the **QTY** field to adjust the item quantity. ![Quantity selection interface showing options for adding items to a cart.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-jz2kfi5o.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
  2. Enable the **Is Add On?** toggle to apply the add-on item price. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-6fwy2eyc.gif?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)
  3. Click the **Trash** icon to delete the item. ![User interface showing item quantities, prices, and a delete option for items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-item-groups-image-a1eq42aj.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A20%3A17Z&se=2026-10-31T04%3A20%3A17Z&sr=c&sp=r&sig=ZpCVCQHhbcz6qgtVCu7Y5w6Ib32tPfi9uorhEmgypdI%3D)

> [!NOTE]
> **Note:** You cannot delete the parent item from an item group.
6. When you're done, click **Save Template**.

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Managing Estimate and Proposal Templates](https://servicetitan.docebosaas.com/academy/learn/learning-plans/61/Managing-Estimate-and-Proposal-Templates)
- See [Create and use item groups in Mobile](/construction/docs/create-and-use-item-groups-in-servicetitan-mobile)