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Using your price book on mobile
Using your price book on mobile

Learn how to use your pricebook on the go using the Workiz mobile app.

Updated over a week ago

In this article, you will learn how to add items from your price book while out in the field using the mobile app.

Your price book is designed to help you easily navigate through your items and products. All of your items will be presented in a catalog view, giving you quick access to what you need while on the job.

Adding items from your price book on mobile

Note: In order to use your price book on the mobile app, you will first need to set it up by creating item categories on the web app.

To learn more about setting up item categories, please see this article.

  1. Open the job, estimate or invoice you want to add items to

  2. Follow the step that corresponds with what you opened in Step 1

    1. Job: Select Finance > Job items > Add item

    2. Estimate or invoice: Select Job items > Add item

  3. Navigate to the items you want to add using your categories or the search bar

  4. Select the item you want to add

    Tip: You can easily edit items right from your price book.

  5. Adjust the quantity and select Add to job

Need more help? See related articles below:

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