Adding items to jobs, estimates, and invoices

The pricebook is wired into every estimate, invoice, and (for some workflows) job line-item builder. Pull from it rather than typing prices by hand — both for consistency and for reporting.

From an estimate

1. Open the estimate.
2. Click + Item.
3. Search by name. Results stream from the pricebook.
4. Pick the item. Run a Call pre-fills price, tax, category.
5. Set the quantity.
6. (Optional) Override the price for this estimate.
7. Save.

From an invoice

Same flow. Open the invoice → + Item → search → pick.

If the invoice was created from a job that already had line items, those items are already there — you only add new ones.

From a job

When you create a job from an estimate, the estimate's line items copy over to the job. If a tech adds parts in the field on the iPad, those land as new line items on the job.

When the job closes and the invoice draft is generated, all the job's line items roll up to the invoice.

In the field (iPad)

Same search UI on the mobile app:

1. Open the estimate or invoice.
2. + Item.
3. Type to search — Run a Call streams results as you type.
4. Tap to add.

Adding a bundle (Good / Better / Best)

For a kitchen-table pitch:

1. + Bundle.
2. Pick the bundle group (e.g. Furnace replacement).
3. The three tiers appear side by side — Good, Better, Best.
4. Customer picks; the chosen bundle's items become the estimate's line items.

This is the high-leverage close on Installation estimates.

Quick search tips

Off-pricebook items

For one-off charges that don't justify a permanent pricebook entry:

1. + Item.
2. Click One-off in the search dropdown.
3. Type a name, price, quantity.
4. Save.

This adds the line item without creating a permanent pricebook entry.

Related

• Pricebook overview
• Creating items and services
• Using the pricebook on mobile
• Creating and managing item categories