Using your price book on the phone app

In this article, you'll learn how to use your price book from the phone app: putting items on a job, creating a new item while you're standing in the customer's driveway, and editing or removing lines. Anything you create here is saved to your price book, so it's there for the next job and estimate too.

Note: The price book only opens for roles that have the price book permission. Without it, you won't see Price book in the menu and the item list on a job won't load. The Finance tab on a job also needs the financial data permission. Ask the account owner to check your role if either is missing.

To open the price book on a job:

  1. Open the job.
  2. Tap the Finance tab.
  3. Tap Items to open the section, then tap Add item. You can also tap the + next to Items.

The Price book screen slides in with a search box at the top. Before you type anything, it shows your five most recently used items under Items. Tap Categories to narrow the list to one category, or start typing to search the whole book.

Add an item to the job

There are two ways to add an item, depending on whether you want to change anything first.

Add it as it is

  1. Find the item in the list.
  2. Tap the + on the right of its row.

The item goes on the job at its price book price with a quantity of 1, and the price book closes.

Change the price or quantity first

  1. Tap the item's name.
  2. Tap the price to type a different one.
  3. Use the − and + buttons to set the quantity, or type over the number.
  4. To change the name, description or whether it's taxed, tap Edit, make your changes and tap Apply.
  5. Tap Add to job. The button shows the line total.
Tip: Changes you make here only apply to this job. Your price book item stays exactly as it was.

Create a new item from the app

If what you need isn't in the book, you can create it without leaving the job.

  1. On the Price book screen, tap Add new in the top right. If you've already searched and nothing matched, you can tap the add "…" as a new item link instead, and the title is filled in for you.
  2. On Add New Item, fill in:
  • Title
  • Choose category (optional)
  • Item Description (optional)
  • Price
  1. Leave Taxable item on if the item should be taxed.
  2. Leave Enable item on so it shows up in your price book lists.
  3. Tap Save.

The new item is saved to your price book and added straight to the job.

Note: The quick form on a job doesn't have every field. To set a unit cost, item type, model number or picture, open Price book from the menu, tap Add New, and use the full form there. Tapping any row in that list opens the same form so you can edit an existing item and tap Save.
The Price book page, where you can add and edit items with every field
The Price book page, where you can add and edit items with every field

Edit an item that's already on the job

  1. On the Finance tab, tap the item's row under Items.
  2. On Edit item, change the Item name, Quantity, Unit price, Description or Taxable switch.
  3. Tap Save. The button shows the new line total.

If you back out with unsaved changes, the app asks Leave page? so you don't lose them by accident.

Remove an item from the job

  1. On the Finance tab, tap the ⋮ next to the item and tap Remove. You can also open the item and tap the trash icon at the top.
  2. When asked Are you sure that you want to delete this item?, tap Yes, delete. Tap Cancel to keep it.

This only takes the line off the job. The item stays in your price book.

Warning: Jobs marked Done are read-only, so you can't add, edit or remove items on them.
Tip: The app doesn't delete price book items. If you don't want an item showing up anymore, open Price book from the menu, tap the item and turn off Enable item.

Related articles