Ability to Open Price Book on Mobile
idan kadosh
Merged in a post:
Price Book Access
Anthony Cantu
Can we add a button on both the app and desktop to view the price book? I know we have the "price book" tab on the desktop, but we should be able to look at it as the actual "price book," not looking at just the line items to edit them. Its odd the only way to view the price book is by going into a job/estimate and then adding a line item to view the full book. Unless this is already a feature and I'm missing this on my end?
idan kadosh
Merged in a post:
Price Book
Dispatch - Front Desk
Price Book Section On App So Technicians Can Read Through Pricing And Options. Not Only When They Are Building An Estimate/ Invoice.
idan kadosh
Merged in a post:
Price Book Adjustment
Victor Nixon
We’d like to request two improvements related to the Price Book:
- Full Mobile Access to Price Book:
Right now, the Price Book is only accessible through estimates or job items on the mobile app. We’d like to have full access to it directly from the app (on smartphones and iPads) so our field team can easily navigate and view updated pricing — especially with frequent changes in refrigerant types and new equipment availability. This would improve efficiency in the field and make the app much more user-friendly.
- Customizable Price Book Structure:
We’d also like the ability to adjust how the Price Book is organized — including rearranging categories, items, brands, equipment, refrigerant types, etc. — to match our internal structure and business needs. We're happy to share how we’d like it set up, but we understand that different companies may want different layouts. So ideally, this would be a flexible feature we can manage ourselves.
Thanks for considering this!
idan kadosh
Merged in a post:
Create Price Book Tab on Mobile App
Robin Gonzalez
A lat of time i need to provide average price over the phone or check price and is a very uncomfortable the need to create a estimate, lead, job or invoice to look the price book, please if possible add the Price Book Tab to the 3 lines in the Mobil app top left, right now it only showing Time sheets, jobs, leads, invoices, Estimates, Expenses, Settings, Get Help and Log Out, i will really appreciate if you can add Price Book there, to make it a lot simple on us just to look a price, thank you
Frank Jacob
yes please
Michael Quesada
This is a definitely a great feature, not sure why is not already created. Other software i've looked into looked into have this feature in app.
Andre Marshall
I VOTE 10 TIMES FOR THIS!!
Kristian Protic
This!
Dj Haer Jr
Also please have categories automatically drop down so we don’t have to keep hitting the dropdown
Tim Roberts
Yes i need to reorganize my categories in the worst way..
Load More
→