Problem
The Pricebook task is missing when adding a task to an Invoice. This happens because of its setup in the pricebook.
Solution
Make the pricebook task show up for invoices.
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.
Add the pricebook task to an invoice
In ServiceTitan, go to the navigation bar and click Pricebook.
Search for the pricebook task within services.
Click More
and select the View/Edit Service option.Click the Workflow tab.
Select the Do nothing option.
Click Save.
After these steps, the pricebook task will be available to add to your invoice.