The mobile app's pricebook is search-only. Techs find items, add them to estimates and invoices — but they can't edit prices or add permanent items from the iPad.
Where it's accessed
The pricebook search lives inside an estimate or invoice on the mobile app. You don't navigate to a standalone "Pricebook" page on mobile — the search is contextual.
| Step | Action |
|---|---|
| 1 | Open the estimate or invoice you're building. |
| 2 | Tap + Item. |
| 3 | The pricebook search panel appears. |
Searching
The search is fast:
| Feature | Detail |
|---|---|
| Partial name match | "capac" finds capacitors. |
| Category filter | From the dropdown. |
| Streamed results | Capped at 200 items at a time. |
Tap a result to add it to your estimate or invoice. Set the quantity and (if needed) override the price for this line.
Custom items for one-offs
If a customer wants something the pricebook doesn't have:
- Tap + Item → Custom.
- Type a name, price, quantity.
- Save.
Custom items are one-off — they only exist on this estimate/invoice, not in your permanent catalog.
What's NOT supported today
- Edit pricebook prices on mobile.
- Add new permanent pricebook items on mobile.
- Change item categories on mobile.
- Mark items inactive on mobile.
If a price needs to change permanently, the office handles that on the web app's Pricebook page. The field techs see the updated price on their next sync.
Performance tips
| Tip | Why |
|---|---|
| Cache before going offline | Opening the pricebook search refreshes the cache. If you're heading to a poor-signal house, browse the pricebook briefly before you leave. |
| Use categories | Filtering to Capacitors first means fewer results to scan. |
| Custom items sync later | A custom item created offline syncs when you reconnect, just like other offline actions. |