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# Line Items

How to search, add, edit, delete, import, and export the line items (services, materials, discounts) your business bills against.

# Line Items

This screen is where you manage the catalog of billable items your business uses on estimates, work orders, and invoices: services, materials, discounts, subscriptions, products, support items, and estimate fees. From here you can search the list, review pricing at a glance, and add, edit, or remove items.

## What you can do here

- Search line items by name, item code, SKU, or description using the search box at the top.
- Sort the list by Item Code, Name, or Unit Cost by clicking the column header (desktop table view).
- See a row of count chips showing how many items you have of each type (service, material, discount, subscription, product, support, estimate), plus a total count.
- Review each item's Item Code, Name, Type (color-coded badge), Category, Unit Cost, Metric, and Quantity in the table. On a phone, the same information appears as cards with the type badge, name, cost, unit, and category.
- Click **New Line Item** (or the plus button on mobile) to open the create form.
- Click the pencil icon on a row to edit that item, or the trash icon to delete it. Deleting asks you to confirm first, since it cannot be undone.
- Import a batch of items from a CSV file, and export the current list to a CSV file, using the Import and Export buttons in the toolbar.

## Steps

To add a new line item:

1. Click **New Line Item**.
2. Enter the **Item Name** (required) and, optionally, an **Item Code**.
3. Choose a **Category** and, if this item belongs under another item, a **Parent Line Item**.
4. Fill in **Instructions**, **Cost**, **Quantity**, and **Unit Metric** as needed.
5. If this item carries its own discount, enter it under **Item Discount** (for example, "10%" or a flat amount), with optional **Discount Notes**.
6. Add **Why Choose Us** or **Notes** text, mark it **Taxable** if it applies, and list anything included under **What's Included**.
7. Click **Save**.

New items you create here are added as Service items. Other item types (material, subscription, product, and so on) are typically brought in through CSV import or set up elsewhere in the catalog.

To edit or remove an item, use the pencil or trash icon on its row and follow the same form, or confirm the deletion.

## Related

- /help/service-manager/categories
- /help/service-manager/lineitems/pricecharts
- /help/service-manager/services

<!-- REVIEW NOTES (drafting agent could not verify):
  1. The search matches name, item code, SKU, and description based on the model's declared search fields and OpenSearch query config; exact behaviour can vary depending on whether OpenSearch or the MySQL fallback serves a given request.
  2. Column sorting is limited to Item Code, Name, and Unit Cost based on the fields marked 'sortable' in code; Category, Metric, and Qty are not sortable.
  3. New items created via 'New Line Item' default to the Service type because item_type is a hidden field with a default value on this form; the UI does not let you pick a type at creation here. Other flows elsewhere in the app may create non-service types, but I did not trace those.
  4. Related help links are guesses at plausible help-center paths (categories, price charts, services) based on sibling routes under /service-manager in the code; I did not confirm an actual help-center URL scheme exists for these.
-->