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.