> ## 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.

# Build your service pricebook for fast estimates

> Create a reusable catalog of services and line items with pre-set prices. Pull items into estimates instantly so you never have to type a price from memory.

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.

## Access the pricebook

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

## Add a line item

<Steps>
  <Step title="Open the Items tab">
    Go to **Dashboard > Pricebook** and select the **Items** tab.
  </Step>

  <Step title="Click Add item">
    Click **Add item** in the top-right corner.
  </Step>

  <Step title="Fill in the details">
    Enter a name, an optional description, and the price. The name appears on estimates exactly as you type it here.
  </Step>

  <Step title="Save">
    Click **Save**. The item is now available to select when building an estimate.
  </Step>
</Steps>

Each line item stores:

* **Name** — appears on the estimate line
* **Description** — optional detail shown to the customer
* **Price** — the amount charged per unit

## 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.

<Note>
  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.
</Note>

## 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.

<Steps>
  <Step title="Open the Services tab">
    Click the **Services** tab in the Pricebook.
  </Step>

  <Step title="Create a new template">
    Click **Add service** and give it a name and optional description.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the template">
    Click **Save**. The template is now available as a one-click insert when building an estimate.
  </Step>
</Steps>

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.

## Import line items from CSV

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

<Steps>
  <Step title="Prepare your CSV">
    Format your file with these columns:

    ```csv theme={null}
    name,price,description
    AC filter replacement,45.00,Replace 1-inch pleated filter
    Drain snake service,125.00,Clear blockage up to 25 ft
    ```
  </Step>

  <Step title="Open the import dialog">
    In the Pricebook, click **Import** and select your CSV file.
  </Step>

  <Step title="Review and confirm">
    Homespace previews the rows it will create. Confirm to import.
  </Step>
</Steps>

## 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.

<AccordionGroup>
  <Accordion title="Labor items">
    Line items for time-based work: diagnostic fees, hourly labor, trip charges. Example: `Diagnostic fee — first hour`, `Additional labor — per 30 min`.
  </Accordion>

  <Accordion title="Parts and materials">
    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.
  </Accordion>

  <Accordion title="Travel and fees">
    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.
  </Accordion>
</AccordionGroup>

<Tip>
  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.
</Tip>