The pricebook is the catalog of items and services your shop sells. It's what techs pull from when building estimates and invoices, and what the office uses to keep prices consistent.
What's in it
| Field | What it's for |
|---|---|
| Name & description | Customer-facing label and detail |
| Type | One of Service, Part, Labor, or Bundle — drives where it appears |
| Unit price | What the customer pays |
| Unit cost | What you pay; powers margin calculation |
| Taxable | Whether sales tax applies |
| Active | Inactive items don't show in tech search |
| Category | Groups items for org-wide structure |
| Image (optional) | Visual identification, useful in the field |
Item types
| Type | Use case | Example |
|---|---|---|
| Service | Labor-based work, single-line | Service call diagnostic |
| Part | Physical components | 35/5 capacitor |
| Labor | Pure labor time, billable hours | Install labor, hour 2 |
| Bundle | A pre-packaged set of items, sold together | Standard tune-up package |
Bundles (Good / Better / Best)
A bundle is a pre-packaged set of items. Bundles support a tiered presentation — Good, Better, Best — which is how you build the kitchen-table pitch.
The model:
| Object | Role |
|---|---|
| Bundle group | Ties three bundles together (one per tier). |
| Bundle | Has a tier of good, better, or best. |
| Bundle items | Define what's included in each bundle. |
Tech presents the customer with a side-by-side comparison of the three tiers; customer picks one; that bundle's items become the estimate's line items.
Categories
Pricebook items can be grouped into categories for organization. Categories have a name, description, and sort order. They show up in the field UI as section headers so techs can find items in three taps. See Creating and managing item categories.
Permissions
The pricebook is owner / admin only for editing — staff and field techs can't change prices.
Field techs CAN search and add items from the field UI on the iPad — they pull from the pricebook to build estimates and invoices. They can't add new items or change prices.
Where the pricebook shows up
| Location | How it appears |
|---|---|
| Office | Pricebook page in the left nav. |
| Field (iPad) | Search-and-add from inside an estimate or invoice. |
| QuickBooks | Syncs (in some direction) so QBO Products & Services stays in step. |