--- title: "Add equipment to your pricebook" slug: "add-equipment-to-your-pricebook-2" updated: 2026-10-15T01:14:29Z published: 2026-10-15T01:14:29Z canonical: "help.servicetitan.com/add-equipment-to-your-pricebook-2" --- > ## 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. # Add equipment to your pricebook ## Overview Adding equipment to your Pricebook helps sell large ticket items and track installed items for replacement opportunities. You can configure equipment items to include warranty and commission details, as well as images, which help technicians navigate your pricebook efficiently. --- ### #### Who uses this feature - Administrators and managers ## Things to know - To add equipment in bulk, [add items with the Pricebook Excel template](/construction/docs/add-and-edit-items-with-the-pricebook-excel-template). This is the best option if you are importing your pricebook for the first time or if you need to make mass changes to your pricebook. - Add equipment items individually if you need to make simple updates or if you need to add a limited number of equipment items. - The GL Account field for pricebook items changes based on your activated accounting feature: - General Ledger Account for QuickBooks Online - Income Account for QuickBooks Desktop - Intacct Item GL Group for Intacct Integration ## Add equipment 1. Go to the navigation bar and click **Pricebook**. 2. In the side menu, click **Equipment**. The *Equipment* screen opens. > [!TIP] > **Tips:** > > - Click **Mobile View** to preview how items appear in ServiceTitan Mobile. > - Collapse the Pricebook side menu for more screen area to view the Equipment table. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-equipment-to-your-pricebook-image-b3xb01e0.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)* 3. Click **Add** and select **Equipment**. The *Add an Equipment* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-equipment-to-your-pricebook-image-occ0t8p0.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) 4. Add relevant equipment details as needed. 5. When you’re finished entering information on all tabs, click **Save**. If you want to add another item, click **Save and add another**. ## Add equipment details In the *Details* tab, enter basic equipment information as needed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-equipment-to-your-pricebook-image-oi8ygrc1.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) > [!NOTE] > **Note:** The equipment is activated in your pricebook by default. To deactivate the equipment, turn off the **Active** toggle. - **Code:** Unique pricebook code for the item. - **Name:** Name of the equipment item. - **Type:** Select the equipment type from the dropdown. - **Capacity Level:** Select the capacity level from the dropdown. > [!NOTE] > **Note:** If the type you’ve selected has a capacity level, it will be automatically displayed. Otherwise, the field is disabled. - **Tags:** When the equipment item is installed, these tags appear with the service Location Record. - **Description:** A description of the equipment item. > [!TIP] > **Tip:** Use the toolbar to stylize and format text. - **Brand:** Equipment brand. Use this field for manufacturers or suppliers who offer multiple brands. - **Manufacturer:** Equipment manufacturer. - **Model:** Model number of the equipment item. - **Cost:** The cost of this piece of equipment (could include shipping and storage costs). - **Price:** Standard price for the equipment item. - **Member Price**: Discounted price for customers with active memberships. If this field is $0.00, the standard price applies. > [!NOTE] > **Note:** If a customer’s Membership includes a discount, the discount is applied to the standard price. If the membership discounted price and the member price are different, the lesser price is used on the Invoice or Estimate. - **Add On Price:** Price if this item is attached as an add on to another service item. If this field is $0.00, the standard price applies. - **Member Add On Price:** Discounted price if this item is attached as an add on to another service item for customers with active memberships. If this field is $0.00, the standard add on price applies. - **Exclude Estimated Cost from Invoice:** Select to prevent this item's cost from carrying over from an estimate to the invoice when the estimate is sold. When selected, only the item's price carries to the invoice; the cost is set to zero. Use this option for inventory-managed items whose costs are already captured through a Requisition or Purchase Order, to avoid double costing in Job Costing and BvA reports. > [!NOTE] > **Note:** This checkbox is turned off by default. When turned off, the item's cost carries to the invoice as usual. - **Hours:** Estimated time to complete the service, also known as *sold hours* or *billable hours*. The Price Setup Wizard uses this value to calculate labor prices. - **Cross Sale Group**: Assign similar service items to the same cross sale group to compare sales performance. For example, create a cross sale group to track all compressor installations. You can include Cross Sale Group as a column in custom reports based on the [Invoice Items](/v1/docs/invoice-items-report-template) and [Invoice Items by Technician report](/construction/docs/invoice-items-by-technician-report-template-1) templates. - **Dimensions (HxWxD):** The dimensions of the equipment item. - **SEER:** Compliance with the Department of Energy’s new energy efficiency rating standards. - **SEER 2:** Compliance with the Department of Energy’s new energy efficiency rating standards. - **EER:** Compliance with the Department of Energy’s new energy efficiency rating standards. - **EER 2:** Compliance with the Department of Energy’s new energy efficiency rating standards. - **General Ledger Account:** If your account is configured for general ledger (GL) accounts, the name of the income GL account credited for the sale of the equipment item. - **Categories:** The categories where the equipment item appears in your pricebook. - **Upgrades:** Enter upgrade options to display every time a technician adds this equipment item to an invoice or estimate. This is an easy way to help your technicians upsell to customers. You can search by name or code. > [!NOTE] > **Note:** In ServiceTitan Mobile, the viewed item is labeled *Good* and the upgrades are labeled *Better* and *Best* from lowest to highest price. Any items priced between *Better* and *Best* are labeled *Even Better*. - **Recommendations:** Related equipment items to attach as add-ons. Technicians are prompted to suggest recommendations when this equipment is added to an estimate or invoice. - **Unit of Measure:** If the equipment item is measurable, the unit of measure. - **Taxable:** Select if the item is taxable. - **Allow discount codes:** Select if the item is eligible to be included in percentage-based discounts calculated by the field. - **Allow membership discounts:** Select this field if the item is eligible for discounts provided by Membership types. - **Exclude from Pricebook Wizard:** Select to if you do not want to price the equipment item with the Price Setup Wizard. - **Images/Videos and Assets:** Upload image, PDF, and MP4 files, such as product brochures, warranty certificates, dimensional drawings, and instructional videos that may help your technicians when presenting estimates. > [!TIP] > **Tip:** If you don’t have a unique image, you can [set a default image](/construction/docs/add-images-pdfs-and-video-to-your-pricebook#add-images-pdfs-and-videos-to-pricebook-items) to display for all items without an image within a specific category or subcategory. - **Videos:** Add YouTube links to videos that technicians can show customers. - **Replenishment vendor section:** Click **Show/Hide Inactive Vendors** to see a list of replenishment vendors that have been set up in Vendor Settings. You can add any vendors that you typically source this equipment from. You can have multiple active vendors for the same piece of equipment but you can only have one primary vendor. Input each active vendor’s specific part number and cost. For more information, see [Set up vendor list and primary vendor for pricebook items](/construction/docs/set-up-vendor-list-and-primary-vendor-for-pricebook-items-4). > [!NOTE] > **Note:** This feature requires account configuration. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ### Add commission details If your account is configured to use this feature, you can set bonuses and commissions to be paid to technicians who work on jobs that include this equipment. Bonuses and commissions are prorated depending on the technician Split. For more information, see [Enter technician commission, job splits, and spiffs for a job or project](/construction/docs/enter-technician-commission-job-splits-and-spiffs-for-a-job-or-project). > [!NOTE] > **Note:** To update your account configuration to use this feature, please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. In the *Commission* tab, enter bonus and commission details as needed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-equipment-to-your-pricebook-image-1r2o1ylt.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) - **$ Bonus:** Flat dollar amount paid to technicians on the Job invoice. This amount is distributed according to technician splits. Also known as a *spiff* or *SKU bonus****.*** - **% Bonus:** Percentage of the item price paid to technicians on the job invoice. This amount is distributed according to technician splits. Also known as a *spiff* or *SKU bonus****.*** - **Pays Commission:** When selected, the system pays a commission for the sale of the item. This is paid to the individual assigned *Sold by* credit on the job invoice based on their commission rate. - **Pay tech-specific bonus:** Pays a bonus to the technicians on the job invoice based on the rate set at **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) **>People >Technicians >Payroll> Default Adjustment Rate**. > [!NOTE] > **Note:** Account configuration is required to use this feature. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ### Add inventory settings If your account is configured to use this feature, see [Identify and serialize inventory](/construction/docs/identify-and-serialize-inventory). ### Add materials to the equipment In the *Materials* tab, add materials used with the equipment installation. > [!NOTE] > **Note**: Material costs are not automatically added to the equipment price. When you add the equipment to an invoice or estimate, the linked materials and their cost are displayed on a separate line item. To add material to the equipment item: 1. Expand the categories or use the search bar to find the desired material. You can search by name, code, or description. 2. Select an item to add to the materials list. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-equipment-to-your-pricebook-image-rrpos2ba.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) 3. Adjust the **Qty** if needed. Click **Minus** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove-circle-outline.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) to remove the item. 4. When you're done entering information on all the *Equipment* tabs, click **Save**. ### Add a manufacturer warranty to the equipment In the *Manufacturer warranty* tab, add a manufacturer warranty to the equipment. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-equipment-to-your-pricebook-image-kwk105jb.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) - **Duration**: Length of the warranty in years - **Description**: Description of the warranty ### Add a service provider warranty to the equipment In the *Service provider warranty* tab, add a service provider warranty to the equipment. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-equipment-to-your-pricebook-image-ml00xb3t.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D) - **Duration:** Length of the warranty in years - **Description:** Description of the warranty ### Add forms To attach forms when equipment items are added to an estimate or invoice, [add a trigger to a form](/construction/docs/use-form-triggers). ### ## FAQ --- ### #### Which fields are required when you add a piece of equipment to an invoice in ServiceTitan Mobile? When you add a piece of equipment to an invoice, the **Installed On**, **Model Number**, and **Serial Number** fields are required. > [!TIP] > **Tip**: The technician is prompted to collect these equipment details before they can complete the job. #### Which fields are required when you add a piece of equipment to an estimate in ServiceTitan Mobile? When technicians add equipment to an estimate, it is not required to fill in any field. ### Want to learn more? - Visit ServiceTitan Academy and enroll in [Pricebook Basics](https://academy.servicetitan.com/course/582831) - See [Edit pricebook items](/construction/docs/edit-pricebook-items) - See [Add provider catalog items to your pricebook with Pricebook Connect](/construction/docs/pricebook-pro-onboarding-part-3-add-provider-catalog-items) 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 physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A recurring service contract sold to customers that provides scheduled maintenance visits and priority service at a set monthly or annual price. **What it does:** Creates predictable recurring revenue, improves retention, and gives a steady base of scheduled work for the dispatch board. **Where to find it:** Follow Up › Recurring Service Events. **Also called:** Maintenance plan, Service contract **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/grow-recurring-revenue-with-memberships-1) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **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) The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability. **What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue. **Also called:** Job profitability, Cost tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) See Split. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)