Price Book Mobile Permissions | Housecall Pro Help Center

Use this guide to understand what permissions impact the ability to access settings related to Price Book or view the prices you have set for your services and materials.

Who has access to Price Book on mobile:

Owner/Admins
Office Staff
Field Techs

Employee Type	Permission Set	What can they do?
Admin/Owner	Any combo of current permissions	Price Book settings on mobile Able to view cost and price on Price Book items in settings Able to save and create custom line items on jobs and estimates
Field Tech 'Update company account info' off		Able to: Create and save custom line items to price book on the job/estimate View and edit prices on services and materials added to job or estimate Not able to: View and edit Price Book items via settings on mobile
Field Tech 'Add/Edit Jobs' off		Able to: View line items on the job/estimate and total price of job Able to see sub-total and tax on job Able to take approval signature on estimates and jobs Not able to: Edit the line items on a job/estimate Price, name, description, etc Create and save new items to Price Book on a job/estimate Edit price, qty, tax
Field Tech 'Take payment & see prices' is off		Able to: Edit the job or estimate and can modify Quantity for service and/or material Set item tax on/off Not able to: Access Price Book in settings on mobile View price or cost of services and/or materials or job total Can’t take payment or take a before/after work is finished signature

For further permission breakdowns or get a better understanding of permissions, feel free to chat in via the blue chat bubble.

What do the Field Tech employee permissions mean?

Add your Price Book

Visual Price Book Overview (Desktop)

Price Book Mobile - What's new?

Flat Rate Price Book Items on Mobile