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Price Book on Mobile
Price Book Mobile - Key Features
Price Book Mobile - Key Features

Learn about the key features of Price Book on mobile, including access to viewing and editing materials right from your mobile app.

Laura Fonseca avatar
Written by Laura Fonseca
Updated over a week ago

Key features of Price Book on Mobile:

  • Ability to view and create your materials on jobs and in Price Book settings

  • Ability to enter cost for your services and materials within Price Book settings

  • Ability to add a task code to your services

  • Ability to add a part number to your material

  • Ability to add images to your services and materials items saved to your Price Book. Images can be leveraged for Visual Price Book or Online Booking services.

Price Book Settings View on Mobile

To access your Price Book on your mobile app, select the three-lined icon in the top left of your app home screen and select Price Book listed below Settings in the expanded pop-out menu.

  • Search across your services and materials using the search bar next to the magnifying glass at the top of the screen

  • Clicking into your listed categories in your Price Book will pull up further lists of sub-categories, if you have them

  • Services and materials can be created within selected categories by clicking on the green, round plus icon in the bottom right of your screen

  • Services and materials can be viewed and updated by clicking into them from Price Book on mobile

  • Images can be included in your pre-existing services and materials, as well as new ones


How to use Price Book on Mobile

When creating a job or estimate on the mobile app, your employees can easily search for and add services and materials from the Price Book, as well as create and customize brand-new items.


To search for an item when creating a new job, select the gray Service box under Line Items on the New Job form. From here, select + Add Services or + Add Materials to search through the Price book, navigating through categories if you have them.


To instead navigate through the Visual Price Book, select Service Price Book in blue located to the right of Services, or Materials Price Book in blue located to the right of Materials.

Using the search bar to find items

The search feature can be used to show your employees both service and material item matches, as well as related categories, so that they can refine what they are searching for according to their search preferences.


Adding new Services to Price Book on Mobile​

Navigate to your Price Book on your mobile by selecting the three-lined icon in the top left of your app home screen and select Price Book listed below Settings in the expanded pop-out menu. You can also access the Price Book from an existing or new job by clicking into Services, and + Add Services.

From here you will see a list of all Price Book service categories. Select the round, green plus icon in the bottom right corner to create a new service item.

The New service line item form will allow your employees to add an item name, description, task code, service price, unit, quantity and taxability before saving. To have the item save to the company Price Book, toggle on Save to price book located at the bottom of the form, before selecting Save in blue in the top right of the screen.

Adding new Materials to Price Book on Mobile​

Navigate to your Price Book on your mobile by selecting the three-lined icon in the top left of your app home screen and select Price Book listed below Settings in the expanded pop-out menu. You can also access the Price Book from an existing or new job by clicking into Materials, and + Add Materials.

From here you will see a list of all Price Book material categories. Select the round, green plus icon in the bottom right corner to create a new material item.

The New material line item form will allow your employees to add an item name, description, part number, price per unit, unit, quantity and taxability before saving. To have the item save to the company Price Book, toggle on Save to price book located at the bottom of the form, before selecting Save in blue in the top right of the screen.


Considerations

  • Only employees with Admin and Field Techs status with the ability to 'Edit Company Info' can navigate to the Price Book in the mobile settings. Please refer to our Price Book Mobile Permissions guide to understand what your employees will have access to depending on their user permissions for more in-depth information.

  • If you have flat rate-enabled services or materials you will want to continue managing these on the web version of Housecall Pro, to have a full view of your labor hours and markups, etc. Please refer to our Flat Rate Services on Mobile article for more information.

For additional support, please in via the blue chat bubble.

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