Price book import and export
Settings → Price book import & export moves services and materials in bulk (CSV or Excel). Import matches rows and tells you what will be added or updated before it writes. Export downloads what you have now so you can edit it and import it back.Fields, checklists, equipment, and tags
Each of these has its own page:- Fields — extra questions, job type, and business unit
- Checklists — required steps that can block finish
- Equipment types — the register, intervals, and units on a customer
- Tags — record labels and skill tags