Save your services in the price book.

Add your usual services, parts, fees and discounts under Settings → Price book. When you build an invoice or estimate on a job, they are one tap away and nobody has to retype a name or a price.

Steps

1. Open Settings → Price book and click Add item.
2. Enter a Name, for example a repair labor line or a part you use often.
3. Pick the Kind of item. The choices are Service, Part, Fee and Discount.
4. Under Job type, leave Any or pick the job type the item belongs to.
5. Enter the Price in dollars. For a discount, enter a negative price.
6. If you want profit figures, enter the Internal cost in dollars, which is what the item costs you. Customers never see it.
7. Leave Taxable at your sales tax rate ticked unless the item should not be taxed.
8. Click Add item.

Good to know

• On a job, open Items, which sits under Finance on a phone, and click Price book. Search or tap an item to add it to the job. Custom adds a one-off line without saving it to the book. Estimates work the same way.
• Technicians see the same list on their jobs, so every job uses the same prices.
• To change an item later, click the pencil on its row. The new price applies from then on. Lines already added to a job keep the price they were added with.
• Owners, admins and dispatchers can edit the price book.