> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage the pricebook

> Create categories, add items—services, parts, labor, materials—and set item types in the Servinix pricebook so estimates and invoices price work consistently.

# Manage the pricebook

The pricebook holds the services, parts, labour, and materials that populate estimate line items. You must create at least one category before you can add items.

## Before you start

* Admin access is required to create or edit categories and items.
* Go to **Pricebook** in the left navigation. The page shows the **Pricebook** tab (item browser) and the **Configure** tab (pricing tier settings).

## Create a category

1. Go to **Pricebook** in the left navigation.
2. Select **Add Category**.
3. Enter a category name — for example, "HVAC Services" or "Plumbing Parts."
4. Save the category. It appears in the category list on the left.

## Add an item

1. Select the category where the item belongs.
2. Select **Add Item**.
3. Fill in the item details:
   * **Name** — the label that appears on estimates.
   * **Type** — choose from: **Other**, **Visit**, **Material**, **Parts**, or **Labour**.
   * **Price** — the default selling price.
   * **SKU** (optional) — a stock-keeping reference.
   * **Description** (optional) — shown to customers on estimates.
4. Set the item **Status** to **Active** so it is available in the estimate builder.
5. Save the item.

## Edit or deactivate an item

1. Select the item in the pricebook list.
2. Edit any field and save, or change the status to **Inactive** to hide it from the estimate builder without deleting it.

## Filter and search items

Use the **All Types** filter to narrow the list to a specific item type (Other, Visit, Material, Parts, or Labour). Use the **All Status** filter to show only Active or Inactive items.

## Result / verify

New items appear in the **All Items** list and become selectable in the estimate builder under **Add from pricebook**. Inactive items do not appear in the builder.

## Related

* [Configure pricing tiers](/field-service-management/quotes-and-invoicing/configure-pricing-tiers)
* [Create an estimate](/field-service-management/quotes-and-invoicing/create-an-estimate)
* [Estimate pipeline overview](/field-service-management/quotes-and-invoicing/estimate-pipeline-overview)
* [Configure the Customer Portal](/field-service-management/fsm-settings/configure-customer-portal)