Getting Started

If you haven't already started setting up your Visual Price Book on desktop, you can get started in our collection of Price Book articles.

Accessing your Visual Price Book on Android

  1. Accessing your Visual Price Book starts at the job or estimate page. Click into an existing job or estimate or create a new one.

  2. Click into the Line Items section to add a new service

3. Once you're in services, you can click the Price Book button in the top right to access your visual price book services.

4. From here you can browse through your Visual Price Book alongside your customers. Select services and items to show more pricing details.

Note: If you serve across multiple industries, those industries will be listed independently. If you only have one industry in your price book, then you will be taken directly to the categories you have created.

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