Best practices playbook: Maximize Pricebook

Overview

Pricebook plays a key role in using various ServiceTitan features, such as estimates and invoicing. It facilitates the management of services, materials, and equipment, enabling technicians to easily access and sell to customers.

Business impact

The effective setup of the Pricebook is crucial for enhancing sales and customer satisfaction. By providing technicians with the right tools, businesses can streamline communication, showcase product value, and drive revenue growth.

Grow revenue for your business

Pricebook enables technicians to present visual options to customers, boosting average ticket sales and enhancing the customer experience.

Enhance average tickets

A well-organized Pricebook, complete with item descriptions, images, and videos, helps customers visualize their purchases, making them more likely to buy.

Improve customer experience

The Pricebook serves as a valuable tool for technicians to communicate item benefits clearly, helping customers feel informed and confident about their choices.

Overcome customer objections

Use clear, plain language for item descriptions and include videos for detailed visuals. This clarity helps customers understand what they’re buying and supports technicians in conveying item benefits effectively.

Implementation and training

The following best practices will help you implement Pricebook effectively.

Maximize Technician Effectiveness

To ensure your technicians are equipped to set up the Pricebook and serve customers effectively, it's crucial to implement structured workflows and training.

Pricebook setup tips

• Start with the Essentials

  • Begin by adding the ten most commonly used items. Gradually expand your Pricebook by adding ten items at a time. Regular updates are key: encourage technicians to check ServiceTitan Mobile to see what customers will encounter.

• Write clear descriptions

  • Write item descriptions in plain English for easy comprehension. Longer descriptions enhance understanding by highlighting value. Use images and videos from vendors to visually communicate item benefits.

Ongoing Technician Training

• Schedule Regular Training

• Organize bi-weekly or monthly training sessions to keep technicians informed about new Pricebook items. Encourage them to review updates in ServiceTitan Mobile to understand the customer's perspective.

• Engage in Practice Sessions

Conduct at least two practice sessions with a partner in ServiceTitan NEXT. Each technician should alternate roles, practicing the sales process, answering questions, and addressing concerns. For more, see Use ServiceTitan Next.

Access training resources

• Knowledge Base: Find documentation related to understanding and setting up your pricebook by going to Knowledge Base > Categories > Pricebook

• Academy: Enroll in Pricebook-related courses by visiting ServiceTitan Academy and searching for Pricebook, or click the following links for more information:

  • Introduction to Pricebooks

    Note: Technicians can also access the Academy through ServiceTitan Mobile.

• TitanAdvisor: TitanAdvisor recommends features in ServiceTitan that can help you achieve your business goals. To view recommended features for Pricebook:

  1. Go to the navigation bar and click the TitanAdvisor icon to open the TitanAdvisor Overview screen.

  2. In the side menu, click Overview > Pricebook.

  3. On the Pricebook screen that opens, click Organize your pricebook for maximum efficiency.

For more, see TitanAdvisor administrator overview.

Adoption and performance

Overcome industry challenges        

Setting up the Pricebook is a collaborative, long-term effort between technicians and office staff. Taking the time to establish the basics will equip your technicians with a powerful selling tool in the field.

Challenges

• Time-Consuming Setup: Start by adding the most commonly used items, then gradually expand the Pricebook.

• Communicating Value: Collaborate to create clear phrases and selling points in item descriptions, making it easier for technicians to explain benefits to customers.

• Finding Visuals: Source images and videos from vendors, and encourage technicians to share effective resources they’ve discovered.

Solution

Collaboration between technicians and office staff is essential for a successful Pricebook setup. By focusing on commonly used items, clear descriptions, and helpful visuals, technicians will feel more confident in their sales. Regularly reviewing the Pricebook in ServiceTitan Mobile will also help technicians understand product value from the customer’s perspective.

FAQ