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Documentation Index

Fetch the complete documentation index at: https://help.homespace.co/llms.txt

Use this file to discover all available pages before exploring further.

The pricebook is your master catalog of everything you sell — labor, parts, travel fees, materials, and packaged services. Once an item is in the pricebook, you can add it to any estimate in seconds without re-entering a description or price. Keeping the pricebook up to date means your estimates are always consistent and accurately reflect your current costs.

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Access the pricebook

Go to Dashboard > Pricebook. The page has two tabs: Items for individual line items and Services for grouped service bundles (templates).

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Add a line item

1

Open the Items tab

Go to Dashboard > Pricebook and select the Items tab.
2

Click Add item

Click Add item in the top-right corner.
3

Fill in the details

Enter a name, an optional description, and the price. The name appears on estimates exactly as you type it here.
4

Save

Click Save. The item is now available to select when building an estimate.
Each line item stores:
  • Name — appears on the estimate line
  • Description — optional detail shown to the customer
  • Price — the amount charged per unit

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How pricebook items flow into estimates

When you build an estimate, click Add line item and start typing the item name. Homespace searches your pricebook and shows matching results. Select an item to pull its name, description, and price into the estimate line automatically. You can still edit the price on that specific estimate without changing the pricebook.
Updating a price in the pricebook applies to all new estimates going forward. Estimates that have already been sent are not affected — their line-item prices are fixed at the time of creation.

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Service bundles (templates)

The Services tab holds service templates — pre-built groups of line items that represent a complete job offering, such as an AC tune-up, drain cleaning, or lawn treatment package.
1

Open the Services tab

Click the Services tab in the Pricebook.
2

Create a new template

Click Add service and give it a name and optional description.
3

Add line items

Add one or more line items to the template. You can pull items from your existing pricebook or enter custom lines directly.
4

Save the template

Click Save. The template is now available as a one-click insert when building an estimate.
When you use a service template on an estimate, Homespace copies all of its line items into the estimate. You can edit the quantities and prices on the estimate itself without changing the template.

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Import line items from CSV

If you already have a price list in a spreadsheet, you can import it directly.
1

Prepare your CSV

Format your file with these columns:
name,price,description
AC filter replacement,45.00,Replace 1-inch pleated filter
Drain snake service,125.00,Clear blockage up to 25 ft
2

Open the import dialog

In the Pricebook, click Import and select your CSV file.
3

Review and confirm

Homespace previews the rows it will create. Confirm to import.

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Organize by category

Use descriptive names and descriptions to keep your pricebook organized. Common naming conventions include prefixes like [Labor], [Parts], [Travel], or [Materials] so items group visually when you search.
Line items for time-based work: diagnostic fees, hourly labor, trip charges. Example: Diagnostic fee — first hour, Additional labor — per 30 min.
Physical parts or supplies you supply. Include a description with a part number or spec so customers and technicians both know exactly what was installed.
Fuel surcharges, emergency call-out fees, and disposal fees. These are often added as separate line items rather than baked into labor rates, so they’re transparent on the estimate.
Keep your pricebook lean. A shorter, well-named list is faster to search than hundreds of variations of the same item. Use the description field for specs, not for creating duplicate entries.