The mobile pricebook is a search-and-add tool for techs. They can find items, add them to estimates and invoices, and present bundles — but they can't change prices or create new items.
Where it shows up
- Inside an estimate being built on the iPad.
- Inside an invoice.
- (Indirectly) when a tech adds parts to a job mid-visit.
Techs don't navigate to a standalone Pricebook page on mobile. The search is contextual — embedded in whatever document they're working on.
Searching
- In the estimate / invoice, tap + Item.
- Type to search.
- Run a Call streams matching items as you type.
- Tap to add.
The search is fuzzy — "capac" finds capacitors, "35/5" finds the 35/5 dual-run, etc.
What techs see per item
| Field | Visible? |
|---|---|
| Name and description | Yes |
| Price (customer-facing) | Yes |
| Image | Yes (if uploaded) |
| Category | Yes |
| Cost | No (private to office) |
| Margin | No |
is_active flag | No (inactive items just don't appear in search) |
Presenting bundles in the field
For Installation jobs, the kitchen-table flow:
- Tech opens the estimate on the iPad.
- + Bundle.
- Picks the bundle group.
- The iPad shows three side-by-side cards: Good / Better / Best, each with its items and price.
- Tech rotates the iPad to the customer.
- Customer points at the tier they want.
- Tech taps that tier; its items become the estimate's line items.
This is the most-used pricebook moment in the field — it's why bundles exist.
What's NOT supported on mobile
- Create new items.
- Edit prices.
- Change descriptions.
- Delete items.
If a customer asks for a price the tech can't honor at the pricebook rate:
- Override the price on this one line in the estimate (still allowed in the field).
- Pricebook stays clean for the next call.
If the price needs to change permanently, the office updates it on the desktop pricebook page.