From your Housecall Pro Homepage, click the ‘Price book’ option located at the top right.

You will be presented with two options. Select if you would like to

Click on the pencil icon in the top right of the category name you would like to edit. Here, you can change the name of the category by clicking into the Category name box or edit the image to your Price Book by hovering over the image box and choosing the ‘REPLACE IMAGE’ option.

Select the blue 'SAVE' button to then save these options

Click the 3 stacked dots next to the material item you are wanting to edit.

Click 'Edit' in the menu box to begin editing your material item.

To move a category or sub-category of materials to another category, click the 3 stacked dots to the right of the material and then click the ‘Move Location’ option.

Select the materials that you want to move by clicking into the checkboxes on the left. You may also select the very first checkbox at the top to select all materials on that page.

Select the blue ‘MOVE MATERIALS’ option in the top right corner.

A Move Location pop up box will open, select the category or sub-category you want to move the item(s) to by clicking in the 'Category'Subcategory' dropdown. Select 'SAVE' in the bottom right after selecting.

You will get a confirmation in the lower left that the item(s) have been moved successfully!

To delete a category or sub-category, click the 3 stacked dots located to the right of the category and then click 'Delete'.

You will then get a prompt to confirm that you do wish to delete that specific material category or item. Select the red 'DELETE' option to confirm and delete your category.