Line Items are a reusable library of custom pricing options that you define once and use across any proposal.
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
Discounts
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 Items
Navigate to:
Settings → Custom Settings → Line Items
This is your company-wide Line Item library.
Creating a Line Item
Click Add Line Item to open the creation dialog.
Name (Required)
The display name shown in proposals
Must be unique across your company
Maximum 255 characters
No two line items may share the same name.
Description (Optional)
Rich text description
Appears alongside the name in proposals
Maximum 500 visible characters
Billing Schedule (Optional)
Defines how often the customer is billed.
Default: One-Time
If recurring (monthly, quarterly, etc.), the item supports both initial and recurring pricing
Service Schedule (Optional)
Defines how often the service is performed.
This is independent of billing schedule and controls the service frequency shown to the customer.
Initial Price (Required)
The upfront or one-time charge.
Set to 0 if there is no initial charge.
Recurring Price (Optional)
The charge applied on each billing cycle after the initial period.
Only relevant when a recurring billing schedule is selected.
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)
Editing and Deleting Line Items
Editing
Click the edit icon in the Actions column. All fields can be modified.
Deleting
Click the delete icon and confirm.
Deletion is soft:
The item is removed from your library
It is not permanently destroyed
It remains intact in proposals where it was already used
Searching and Sorting
Use the search bar to filter by name or description
Click any column header to sort ascending or descending
Default sort: alphabetical by name
Importing Line Items via CSV
You can bulk-import line items using CSV files.
Click Import CSV to begin.
Accepted File Format
CSV or TXT
Up to 5 files per import
Maximum 500 rows total per import
Maximum file size: 5 MB per file
Required Columns
Title — Line item name (must be unique)
Description — Item description
Billing Schedule — Existing billing schedule name (leave blank for One-Time)
Service Schedule — Existing service schedule name (leave blank for One-Time)
Initial Price — Numeric value
Recurring Price — Numeric value (0 if none)
Optional Columns
Apply Taxes — 1, true, yes (blank = no)
Tax Type — goods or services
Enable Quantity — 1, true, yes (blank = no)
Quantity — Integer ≥ 1 (defaults to 1 if blank)
Schedule matching is case-insensitive and done by name.
If a schedule name does not match an existing schedule, the item defaults to One-Time.
Override Matching Values
Enable this option to update existing line items with matching names.
If not enabled, duplicate-name rows are skipped.
A Google Sheets template with correct formatting is available in the import dialog.
Exporting Line Items
To export:
Select one or more line items using the table checkboxes.
Click Export.
The export downloads as a JSON file containing:
Name
Description
Pricing values
Schedule settings
Using Line Items in Proposals
Line items are available inside any proposal’s pricing section.
You can add them at two levels:
Global Additional Items
Applies across all service plans.
Service Plan–Specific Items
Applies only to the selected service plan.
When adding an item:
Use the search field to find a library item
Selecting it auto-fills pricing, schedules, tax, and quantity
You can adjust values before saving
Changes made within a proposal do not modify the original library item.
Within a proposal, each line item can be:
Shown or hidden in the customer view and PDF
Edited (price, description, quantity, etc.)
Deleted (removes from proposal only)
Tax toggled on/off
Quantity adjusted (if enabled)
Line Items and Schedules
Billing schedule and service schedule operate independently.
Examples:
Quarterly billed with monthly service
One-time setup fee with no service schedule
Monthly billed and serviced maintenance
If no schedule is selected, the item defaults to One-Time for both billing and service.
Schedules must already exist in:
Settings → Schedules
Line Items and Tax
Tax is optional per line item.
For each item, you control:
Whether tax applies
Whether the tax type is goods or services
Tax rates are configured at the company level and applied automatically when enabled.
Quantity-Enabled Line Items
When quantity is enabled:
The price is treated as a per-unit rate
Final total = Unit price × Quantity
Example:
$25 per room × 4 rooms = $100 total
Quantity can be adjusted per proposal.
Limits
Your account can store up to 3,000 line items.
If nearing this limit, consider deleting unused items.
Frequently Asked Questions
Can two line items have the same name?
No. Names must be unique. Duplicate names during CSV import are skipped unless Override Matching Values is enabled.
If I edit a library item, does it update existing proposals?
No. Once added to a proposal, the item is stored independently.
Can I create a one-off item directly inside a proposal?
Yes. You can create custom pricing inside a proposal without saving it to the library.
What happens if I delete a line item from the library?
Existing proposals remain unaffected. The item is only removed from future selection.
Can I import the same CSV multiple times?
Yes. Use Override Matching Values to update existing items. Without it, duplicates are skipped.
Who can manage line items?
Company Owners and Managers can create, edit, and delete items. Standard users can add them to proposals but cannot modify the library.
Troubleshooting
Issue: Cannot save a line item with a duplicate name
What to check:
Search the library for an existing item with that name
Edit or delete the original item first
Issue: CSV import skipping rows
What to check:
Confirm names are not duplicates
Enable Override Matching Values if updating existing items
Issue: Schedule not matching during CSV import
What to check:
Ensure schedule names match existing schedules (case-insensitive)
Issue: Line item not appearing in proposal autocomplete
What to check:
Confirm the item exists and is not soft-deleted
The proposal loads up to 999 items
Issue: Tax type not saving
What to check:
Ensure Apply Taxes is toggled on before selecting tax type
See Related: