Store reusable charges in your pricebook, then find them when you need them. Your team can use these services, materials, and equipment when preparing estimates and invoices.
Open your pricebook
Open your settings. On web, select your name at the bottom of the sidebar, then Settings. In the mobile app, on Home, select the account icon (the circle of dots) in the upper-right corner.
Select Pricebook. In the mobile app, it's under Company.
Add an item
Tip: Use names your team will recognize when searching. For example, keep an installation service separate from the material used during the installation.
In your pricebook, choose Services, Materials, or Equipment.
Select Add. In the mobile app, select + Add.
Enter a Display name.
Enter a Price.
Add a Description if you want to explain the item.
Review the Taxable setting.
Select Back. There's no Save button. Your new item appears in the list, and you can find it when you build an estimate.
Find an item
In your pricebook, choose Services, Materials, or Equipment.
In the search field, search for the item.
Select the item to open its details.
The list shows each item's name, price, number of uses, and last-edited date. Use these details when you review your catalog.
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