--- title: "Pricebook Pro Onboarding Part 1: Use Pricebook Pro Smart Start" slug: "pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start" tags: ["Area - Pricebook Pro", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T02:39:41Z published: 2026-10-16T02:39:41Z canonical: "help.servicetitan.com/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Pricebook Pro Onboarding Part 1: Use Pricebook Pro Smart Start ## Overview Smart Start simplifies the onboarding process for Pricebook Pro users. In a few minutes, you can access a personalized pricebook containing hundreds of items tailored to your shop. > [!NOTE] > **Note:** Depending on your account's configuration, you might see one or more of the following: > > - *Items and Pricing* instead of *Pricebook*. > - *Customer* instead of *Homeowner*. > - *Procurement* instead of *Inventory*. > > The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq). --- ### #### Who uses this feature - Administrators and managers - Primarily for Residential Service & Replacement business types #### Feature configuration - To get started with Pricebook Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro/pricebook), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). ## Things to know - Smart Start is only for brand-new Pricebook Pro users. - Once you start Smart Start and close it before completing, you cannot reopen it later. - After completing Smart Start process, you can edit or add dynamic rules in the Pricebook anytime to apply billable rates to categories. - Smart Start will automatically add Estimate and proposal templates to your account so that your technicians can use the pre-populated templates. ## Set up Pricebook Pro Smart Start Pricebook Pro Smart Start includes the most commonly used items. This way, you can quickly find what you’re most likely to need when using the catalog. 1. Go to the navigation bar and click **Pricebook** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) . 2. In the side menu, click **Services**. 3. Click **Setup**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-bj1dx1ip.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 4. In the window that opens, click **Let’s Get Started**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-3nqt5p9k.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 5. In the *Setup* section, specify all the trades for which you require services today. Options include: 1. HVAC Residential 2. HVAC Commercial 3. Plumbing 4. Electrical 5. Roofing 6. Select the primary state from the dropdown. 7. When finished, click **Continue**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-7laey9gk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 8. In the *Catalog* section, click **View your tailored list** to explore the catalog. > [!TIP] > **Tips**: We recommend you skip this step because if you are missing items, you can add them later. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-yvb79u3o.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 9. When finished, click **Continue**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-hafwvrok.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 10. In the *Billable Rates* section, set up your billable rate. For more, see [Step 2. Billable Rate of](/commercial/docs/create-a-dynamic-pricing-rule#step-2-billable-rate) in Dynamic Pricing. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-w6w8pnzi.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 11. In the *Markups* section, set markups for materials and equipment. For more, see [Step 3. Markup](/commercial/docs/create-a-dynamic-pricing-rule#step-3-markup) in Dynamic Pricing. 12. When finished, click **Continue**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-m3z9q4wi.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 13. In the *Surcharge* section, add a flat or percentage surcharge to a service item. For more, see [Step 4. Surcharge (Optional)](/commercial/docs/create-a-dynamic-pricing-rule#step-4-surcharge-optional) in Dynamic Pricing. 14. When finished, click **Continue**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-pbg8z866.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 15. Click **View Import** to see the items added to your Pricebook. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-hw93jfdh.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) If you want to find additional resources about Pricebook Smart Start, click **Exit Help Guide**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-ok73h89b.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) When finished, make sure to: 1. Go to **Pricebook** **>** **Services** and click the *Dynamic Pricing* column. In the window that opens, check the pricing you set. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-3qhuuym2.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 2. Go to **Pricebook > Categories** and unhide the categories you want technicians to view and sell in ServiceTitan Mobile. For more information about categories, see [Create and manage categories and subcategories in Pricebook](/commercial/docs/create-and-manage-categories-and-subcategories-in-pricebook). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-1-use-pricebook-pro-smart-start-image-ia8v0wls.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Dynamic Pricing Overview](https://servicetitan.docebosaas.com/academy/learn/courses/545/Dynamic-Pricing-Overview) - See [Dynamic Pricing Overview](/commercial/docs/dynamic-pricing-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)