Select the Price Book to which the task should be added.
Select “Not in Price Book” in the In Price Book column.
Filter by Task Description to find the newly created task.
Check the box next to the task in the In Price Book column to add it to the selected Price Book.
Click on Save.
Repeat steps 1-5 for each Price Book the task should be added to.
We recommend adding coupons, freight, second man tasks, etc. to all books, so the technician doesn’t have to change the Price Book on the iPad to add these tasks.
