Create item groups

  • Updated on Apr 13, 2026
  • Published on Mar 12, 2026
  • 3 minute(s) read
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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.

  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.        

    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: 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: 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.        

    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.        

    1. Click MenuA simple icon in the shape of three dots, lined up vertically.> A simple icon in the shape of a pencil. Edit the item to update the item group description including Name, Description, Notes and Project Labels.                

      Note: Updating Parent Item description within the item group won't update Item Group description. Ensure to update it within the Item Group details.

    2. Click MenuA simple icon in the shape of three dots, lined up vertically. > Delete the item to remove the item group from the estimate.

    3. Click MenuA simple icon in the shape of three dots, lined up vertically.>  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.

  2. From the Edit Estimate Template screen, click + Item Group. Editing an estimate template for a stainless steel kitchen sink design.
    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: 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.    

  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.

  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.

  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, 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: 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.

  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.

    2. Enable the Is Add On? toggle to apply the add-on item price. 

    3. Click the Trash icon to delete the item. User interface showing item quantities, prices, and a delete option for items.                

      Note: You cannot delete the parent item from an item group.

  6. When you're done, click Save Template.

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