Feature Requests

Allow items and products to be included in multiple item categories!!!

If I update a line item in the price book it does not automatically update when it's placed in a item group. It would be amazing if I didn't have to go back through every item group and update the line item. Another thing is I wish we could move the order of times on the groups. If I want to edit a line item, I have to erase everything in that group so I can have it in the order that I need it to be in.

I would like the ability to attach Items Groups (or Flat-Rate items) to more than one Category. For example, to streamline my Price Book I would like to make Item Categories for the different types of equipment that my technicians work on (Item Category: Air Conditioner, Item Category: Gas Furnace, etc.). There are multiple Item Groups (or Flat-Rate Items) that would apply to multiple, or all, of the equipment Categories. For example, Item Group: Trace a Low Voltage Short, or Item Group: Install a New Thermostat could be made once and show up in multiple Categories. Having the ability to select multiple Categories for Item Groups would give Price Book much more flexibility and greatly simplify my Price Book management responsibilities.

While viewing the pricebook, it would be helpful to be able to see the margin for each individual part in the table.

Allow us to actually do bulk importing of pricebook and layout. The way it’s set up is so inconvenient and time consuming. Either give the ability to mass import everything at once or redesign the pricebook so it looks as it does when actually going into pricebook on a sales call. I should be able to go into whatever category and add as many items as i want while in there so it organized. I’m certain this is what you do on the backend with mass import. Give us the same ability

sort product catalog/price list on mobile by alpha or date like web version.

We offer flat rate items. However, since each job is different, our technicians need to be able to add individual items to a flat rate item while their on the job site

When searching in the price book like in the attached screenshot where I am trying to add an item to an estimate, the search is using a full-phrase search. I would expect at the very least a tokenized search, but I really would expect a fuzzy search because of how easy it is to implement, in my experience. This search is leading to many false negatives for us and making it impossible to find some simple products like a basic 3/4" Sweat Copper 90. We have tried repeatedly in many different ways and still can't find this most basic of plumbing fitting.

We would like an AI feature integrated into the Estimates and Items text fields that helps technicians quickly turn simple or technical notes into professional, clear, and more persuasive descriptions. Example: Tech writes: “replace gasket fridge door leaking air” AI converts to a clean, customer-friendly explanation that highlights the issue and value of repair. Key benefits: Saves time for technicians Makes estimates look more professional Improves customer understanding Increases approval rates Optional: allow different tones (professional / simplified / sales-focused) with one click. This would greatly improve efficiency and consistency across the team.

We should be able to organize the layout of the price book, selecting specific categories to show at the top. We would want the categories we use the most to be the first ones that are seen, or be able to manually move them to the top of the list.