What Are Line Items?
Line Items are a reusable library of custom pricing options that you define once and use across any proposal but are not associated with a specific service.
When To Use Line Items
Think of them as your company’s catalog of additional services, add-ons, materials, fees, discounts, or surcharges — pre-configured with pricing, schedules, and tax settings, ready to insert into proposals in seconds. While Service Plans define the core structure of a proposal, Line Items handle everything else, such as:
One-time treatment fees
Recurring inspection charges
Materials surcharges
Setup fees
Custom pricing elements
Line items can be added:
Globally (applies across all service plans in the proposal)
To a specific service plan only
Accessing Line Item Creation
Navigate to:
Settings → Custom Settings → Line Items
This is your company-wide Line Item library. These are able to be re-used on multiple proposals.
Only Owner permission sets will be able to access creating re-usable Line Items.
Line Item Methods
Choosing a Line Item within a proposal
There are two places you can select to add a line item when inside a proposal
The Blue + will associate your line item with a specific service plan
The Green "Add Line Item" button will create a new section of the proposal called "Additional Items"
After clicking either option, you will be given the option to select a pre-prepriced line item or typing in a new, single use line item
This will not be able to be selected on another proposal from this drop down list to be reused.
Optional Modifiers to Line Items:
Description
Use this just as you would a pricing group description when creating a pricing group within a service plan
📆 Billing/Service Schedule
Defines how often the customer is billed.
Default: One-Time
If recurring (monthly, quarterly, etc.), the item supports both initial and recurring pricing
Apply Taxes
Enable this toggle to apply tax to the item.
If enabled, select a tax type:
Goods
Services
Tax rates are pulled from your company-level tax settings.
🧮 Enable Quantity
Enable this toggle to allow quantity-based pricing.
When enabled:
Pricing becomes per-unit
A Quantity field appears
Final price = Unit price × Quantity
Default quantity = 1 (adjustable per proposal)
Line Items must have unique names and cannot share the exact same name.
Service Agreements, Service Plan Descriptions, Pests Treated and Products are not tied to Line Items
See Related: