How should a Consultant recommend accomplishing this in the Field Service mobile app? Over 70% of Universal Containers’ sales are made by Field Technicians during on-site, customer visits, Many times, after selling a product, they will install the product as part of the current body of work.
Going through the Opportunity > Quote > Order > WorkOrder process is time-consuming and requires SalesCloud licensing. It is simpler for the Service Resource to use WorkOrderLineItems and add products to there. From the WorkOrderLineItem a Pricebook can be used and a Total can be calculated directly on the Work Order.