> ## Documentation Index
> Fetch the complete documentation index at: https://docs.probaseapp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Adding service items
> Add extra charges for additional work or materials to an appointment
## What are service items?
Service items are line items on a scheduled appointment that represent charges beyond the base service price. Use them to charge for extra work performed or materials used during a visit.
**Two types of service items:**
* **Service** — Additional labor or work done on-site (e.g., "Filter Clean", "Algae Treatment"). You can optionally set a duration in minutes.
* **Material** — Parts, supplies, or products used during the job (e.g., "Chlorine Tablets", "Filter Cartridge"). You set a quantity for materials.
Service items flow automatically into the customer's invoice when the job is billed.
When a quote with line items is accepted, those items are automatically copied to the first appointment as service items — you don't need to re-enter them. For recurring jobs, items marked **Make recurring** on the quote also carry forward automatically to future appointments. See [Managing quotes](/customers/managing-quotes#how-line-items-carry-over-when-a-quote-is-accepted) for details.
## Access service items
Service items are managed from the **Service details** page for a specific appointment. To open it:
1. Open the appointment detail page (from the calendar, schedule, or customer service page)
2. Scroll to the **Service details** section
3. Tap the arrow button on the right side of the section header to open the full service details page
The service details page shows:
* The base service (the parent service for this appointment)
* Any additional line items you've added
* A running total of all charges and total time
Service items can only be added, edited, or deleted while the appointment is in **Scheduled** status. Once the appointment is completed or cancelled, all items become read-only.
## Add a service item
Tap the **Add line item** button in the top-right corner of the service details page. A modal opens to guide you through a two-step process.
Select what kind of item you're adding:
* **Service** — For additional work or labor performed on-site
* **Material** — For parts, supplies, or products used during the job
After selecting a type, a form appears with fields specific to that type.
**For Service items:**
* **Service Name** — What the additional service is (e.g., "Filter Clean")
* **Duration** — How many minutes this additional service takes (optional)
* **Price** — What you charge for it
* **Make recurring** — Check this to add the item to every upcoming visit automatically (only shown for recurring jobs)
**For Material items:**
* **Material** — Name of the product or part (e.g., "Chlorine Tablets")
* **Quantity** — How many units were used
* **Unit price** — Price per unit
* **Make recurring** — Check this to add the item to every upcoming visit automatically (only shown for recurring jobs)
Tap **Save**. The item appears in the list immediately and the total updates.
## Edit a service item
On the service details page, locate the item you want to change.
Tap the **Edit** button on the item card. The edit form opens pre-filled with the current values.
When editing, you can also change the **Type** dropdown to switch an item between Service and Material. The **Make recurring** checkbox appears only when the parent job is a recurring service.
Tap **Save**. The item updates immediately.
### Switching item types
When editing, you can switch a Service item to a Material (or vice versa) using the **Type** dropdown at the top of the edit form. The form fields adjust automatically to match the selected type.
## Delete a service item
On the service details page, tap **Delete** on the item card. A confirmation prompt appears — confirm to remove the item.
## Recurring service items
The **Make recurring** option is only available for recurring jobs — services scheduled to repeat weekly, bi-weekly, or monthly. It does not appear for one-time jobs since there are no future appointments to carry items forward to.
Check **Make recurring** when adding or editing a service item to have it appear on every upcoming visit automatically. This is useful for standard materials you always use (e.g., a monthly chemical dose) so you don't have to re-enter them every visit.
Because a recurring service pre-schedules its [whole chain of future visits](/scheduling/future-visits), any change you make to a recurring item flows forward to **all** the upcoming scheduled visits at once:
* **Add** a recurring item, and it appears on every future visit.
* **Edit** a recurring item (price, quantity, name), and the change updates every future visit.
* **Remove** a recurring item (or uncheck **Make recurring**), and it's dropped from every future visit.
Only **upcoming scheduled visits** are updated. Visits that are already completed, skipped, rescheduled, or cancelled keep the items exactly as they were recorded, and any one-off (non-recurring) items you've added to a specific future visit are left in place.
Recurring items stay in sync across every upcoming scheduled visit. Non-recurring items only appear on the visit you add them to.
## After completion: read-only view
Once an appointment is completed (or cancelled), the service items list becomes read-only. You can still view all the items that were recorded, but you can no longer add, edit, or delete them.
## How service items affect invoices
When a per-service billing appointment is completed, all line items (the base service plus any additional service items) are sent to the customer's invoice as separate charges. Each line item shows:
* Item name
* Quantity × unit price
This gives customers a clear breakdown of every charge on their invoice.
For subscription-billed services, completing an appointment does not create a charge for the base service itself — the recurring subscription price is billed separately on its own schedule. However, any **additional service items** you add to the appointment (materials, add-ons, extra work) are still charged to the customer when the appointment is completed, just like on a per-service job.
## Next steps
* [Completing appointments](/routes/completing-jobs) — Mark work as done and trigger billing
* [Managing invoices](/billing/invoices) — View and send the invoice after completing
* [How billing works](/billing/how-billing-works) — Understand how charges flow to customer accounts