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.

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 an existing estimate or create a new one.

2. In the Estimate Items section, click +Item Group. 

3. On the Create Item Group side panel that opens, select the Parent Item Type:        

   1. Services

   2. Equipment 

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: 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: 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. 

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.         

    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 Expandnext to the item group to expand it and view all included items. Or, click Collapseto collapse it.

2. When expanded, click Moreto edit or delete the item group. 

3. Click Print  to preview the estimate and see how it will appear to your customers. 

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, 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 to preview how the item group appears to the customer on the invoice. The item group shows as a single line item.         

   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.

        

Want to learn more?

• See Create and use item groups in ServiceTitan Mobile

• See Create item groups on estimate templates