Forum Discussion

SparksFly's avatar
SparksFly
Contributor 2
7 days ago

Add Category & Subcategory Structure to Pricebook Items for Faster Field Quoting

We’d love to see Jobber’s pricebook evolve to include Category and Subcategory fields that can be used to organize services and products within quotes and invoices.

Currently, line items can only be classified as “Service” or “Product.” This flat structure makes it difficult for technicians in the field to quickly find the right line item when quoting or invoicing on site.

Other trade service platforms (like Housecall Pro) allow items to be uploaded with a “Category” and “Subcategory,” which can then be used to filter or browse within the app. Adding this capability to Jobber would make a major difference for trades with large or detailed pricebooks — especially electrical, HVAC, and plumbing contractors.

Example use case:
Our team is building a standardized pricebook with over 1,000 items. If we could categorize items (e.g., Devices → Switches → Single Pole or Breakers → AFCI → 20A), our field techs could easily quote small jobs or extras on the spot without relying on estimators. This would:

Reduce office workload by enabling accurate in-field quoting and billing
Improve efficiency and consistency across the team
Buy back time for company owners and estimators to focus on higher-value tasks

Suggested Implementation:

Add optional “Category” and “Subcategory” fields to the pricebook import/export template
Allow field staff to filter or browse line items by category when adding items to quotes or invoices

This would be a huge workflow improvement for growing teams trying to scale quoting in the field while maintaining accuracy and consistency.

2 Replies

  • julie's avatar
    julie
    Jobber Community Team

    Hey SparksFly! Thanks for sharing your detailed feedback on how this could better support your business.

    Just wanted to let you know our team is looking into this and will be in touch. Thanks for your patience!

  • krista's avatar
    krista
    Jobber Support Team

    Hi SparksFly​ 

    Thank you so much for taking the time to share this detailed feedback about adding category and subcategory options to Jobber’s pricebook. We really appreciate the thought and clarity you put into explaining how this improvement could help your team work more efficiently in the field.

    I’ve shared your feedback with our product team so they can review it as part of our ongoing efforts to enhance quoting and invoicing workflows. While I can’t guarantee if or when this specific change might be implemented, please know that insights like yours play an important role in shaping how we improve Jobber.

    Thanks again for helping us make Jobber better for teams like yours.