In this article, you'll learn how to add items and services to your price book and how to change them later. Each one is a reusable line item. Set it up once with its name, price and description, then pick it onto jobs and estimates instead of typing it out every time.

Note: You need the Pricebook Access permission to open the price book. If it isn't in your menu, ask an admin on your account.

To open the price book:

In the menu, click Price book.
You'll land on the Items & products tab. The other tab, Item categories, is where you set up the folders your items go in.

On the phone app, open the menu and tap Price book.

The Items & products tab of the price book

Adding a new item or service

On the Items & products tab, click Add New.
The Add New Item form opens. Fill in what you need:

Upload Image: click the + on the picture tile to add a photo. It's optional, but it makes the item easier to spot when you're picking it on a job. The tile shows the picture right away and says Saving… until it's stored.
Title: the name your customer sees on the line. This is the only field you have to fill in.
Choose category (optional): click Browse, click the category you want, then click Apply. Click the × next to the category name to take the item back out of it.
Item Description (optional): details that go with the item, like what's included.
Price: what you charge for one. It starts at 0.00.
Taxable item: leave it on if sales tax applies to this item. It's on by default.
Enable item: leave it on so the item shows up when you add items to jobs and estimates.

Click Save.

If you click Save without a title, the form asks you to give the item one. Once it's saved, the item joins your list and gets the next number in the Id column on its own.

Adding a new item to the price book

Tip: Set up your categories on the Item categories tab first. Then you can file each item as you create it instead of going back to every item afterwards.

Filing a new item in a category

If you use Asset Tracking

If your company has Asset Tracking switched on and has units in it, the form also shows a Tracked units (inventory) field. Pick a category of units there and a Rental period this price covers field appears too. Companies without tracked units never see these fields. Linking price book items to your units explains how they work.

Adding an item on the phone app

Tap Add New on the Items & products tab. The Add New Item form on the phone has more fields than the desktop one, in this order: Title, Model #, a Choose category (optional) drop-down, an Item type drop-down (Service or Product), a Picture (optional) you can add with Take photo or Choose, Item Description (optional), Price and Unit Cost. Under those are three switches: Enable item, Taxable item and Add to booking items. Tap Save when you're done.

Once a picture is on the form, a Remove picture link appears under the buttons if you change your mind.

Note: Model #, Item type, Unit Cost and Add to booking items only show on the phone form. You'll see that form on the phone app and on the web when your screen is phone-sized. The desktop web form doesn't have them.

Adding an item while you're on a job

You don't have to leave a job to add something new. When you open the price book from a job on your phone, it comes up as its own screen with Add new at the top. Tap it. If you've already typed a search, the title starts with what you typed. When a search finds nothing, you can also tap the link to add what you typed as a new item. Fill in the Add New Item form and tap Save. The item is saved to your price book and added to the job in one go.

This works on the phone app from jobs and estimates. On the web it works from a job when you're on a phone-sized screen.

Editing an item

On the Items & products tab, click the item's row.
The Edit Item form opens with the same fields as when you added it.
Make your changes and click Save.

Changing an item's price changes it for every job and estimate you add it to from then on. Lines already on a job keep the price they were added at.

Tip: If you've stopped offering something, turn Enable item off instead of deleting it. It stays in your price book, but you won't be offered it when you add items to a job.

Finding and exporting items

Show: the box next to Show: controls which items are listed. Open it and pick Active items, Inactive items or All items. Inactive items are the ones with Enable item turned off. Click the × on the filter to show all items.
Search: type in the Search box to filter by Id, name, description or category.
Export: click Export to download a CSV of every item that matches your current filter and search. On the phone app, Export opens your phone's share sheet so you can send the CSV somewhere.

How to create items and services