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
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.
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- Open the job you want to add items to
- Select the Finance tab
- Next to Job items, select the plus icon ( )
- Navigate to the items you want to add using your categories or the search bar
- Select the item you want to add
- Adjust the quantity and select Add to job
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- Open the estimate or invoice you want to add items to
- Next to Items, select the plus icon ( )
- Navigate to the items you want to add using your categories or the search bar
- Select the item you want to add
- Adjust the quantity and select Add to job