Add Price Book items to an estimate from the mobile app

When you build an estimate on the mobile app, items you choose from the Price Book are staged first and added to the estimate only after you confirm.

Before you start

• You need a job with an estimate you can edit.

Steps

1. Open the estimate on the job.
2. Tap to add items and choose them from the Price Book.
3. Review your selections.
4. Tap Done to add them to the estimate.

Result / verify

The chosen items appear on the estimate only after you tap Done. If you leave without tapping Done, the estimate is unchanged.