In this article, you will learn how to build and manage your service catalog by adding new items directly into your price book using the mobile app.
Maintaining a well-organized and up-to-date price book enables your team to quickly build accurate estimates and invoices directly in the field. By setting clear customer pricing alongside internal costs, you can easily track profit margins and maintain consistent billing across your service operations.
Adding a New Price Book Item
In order to create a new price book item, you will need to access your JobyDesk mobile app navigation menu.
1. Open the Price Book:
Tap the Menu icon in the top left corner of your dashboard and select Price Book from the navigation drawer.
2. Open the Item Creation Form:
Tap the floating + button in the bottom right corner.
3. Enter Item Details:
Complete the required and optional fields in the item creation form:
- Enter the internal name for the item.
- (Optional) Enter a specific Invoice Name if you want a different title displayed to your clients.
- (Optional) Add a Description to outline the scope of work or item specifications.
- Set the customer-facing Price and your internal Cost.
- Define the Unit of measurement and assign a custom Category.
- Select the item Type (Service, Part, or Labor).
- Check or uncheck the Taxable option based on your billing requirements.
4. Save the Item:
Tap Save in the top right corner.
Once saved, your new entry will immediately appear in your price book, where you can search for it using the top search bar, filter items by category, or tap an item card to edit or delete it.