Line items are found in your Settings under the Billing section. This is where you build your Price Book—a list of services and products you offer. A well-organized Price Book makes it easy for your technicians to update jobs while they're working in the field.

The title is the name of your service or product. This name shows up everywhere in Field Complete:

Choose clear, simple titles so everyone knows exactly what the line item is for.

The description gives more details about the line item. You can decide if customers see this information by checking the "show customer" box below the description field.

You also have two helpful options:

Note: These description settings can only be changed in Settings > Billing

Field Complete lets you track two important numbers:

This tracking helps you run reports to see your profits over time. You can filter these reports by date, customer, service location, and more.

Note: Whether technicians see retail prices on the mobile app depends on their permissions and your billing method (bill later or charge on site)

Markup is the difference between what something costs you and what you charge customers. It shows how profitable each service is.

You can set up a default markup in Settings that automatically calculates retail prices. Here's how it helps:

Let's say a technician needs to add a new line item, but they can only see cost amounts (based on their permissions). They can:

The system automatically adds your default markup percentage to calculate the retail price. The customer sees the correct retail amount on their invoice, and the technician doesn't need to do any math or ask for approval.

Using line items correctly helps you:

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Line Item Groups help you organize your services and products in your own way. Groups are for internal use only—customers never see them. They give you another way to sort your line items besides job types.

When you're setting up or editing a line item, you'll see a dropdown menu where you can assign it to a group. This helps you keep similar items together in a way that makes sense for your business.

For example, you might create groups like:

Making a new group is simple:

That's it! Your new group is created automatically and will appear in the dropdown list for future line items.

Deleting groups is just as easy—and happens automatically:

No extra steps needed. When a group has no line items in it, Field Complete removes it from your list.

Groups help you:

Pro Tip: Create groups that match how your business actually works, not just how services are traditionally categorized.

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Product or Service Type: The product or service type is extremely important if you are connected to Quickbooks. As you go through a QB sync, the available options will align with your product or service types on Quickbooks. Should you have taxes due based on selling parts, it would be critical to label the line item as parts, to then get totals by tax season, and pay sales tax on the appropriate amount. If not connected to accounting software, this is still valuable to track for business purposes, and it builds great habits should you decide to connect to accounting software in the future.

Limit by Job Type: The last part of the line item details is the option to limit that line item to a particular Job Type(s). Should you not limit the line item to a job type, it would be available for all job types. However, selecting a specific Job Type(s) would make the line items visible only when that particular job type is selected. Especially on the field, this dynamic allows you to organize your line items in a way that limits human error, and expedites your workflow, which ultimately leads to an increase in customer satisfaction and retention. If you have over 1000 line items, it would be incredibly inconvenient to search for the valid line item with each job. However, limiting to a Job Type suddenly allows you to only select from a fraction of a available line items, and each line item is directly relevant to Job Type.