--- title: "Customize pricebook visibility for technicians" slug: "customize-pricebook-visibility-for-technicians" updated: 2026-10-15T01:14:59Z published: 2026-10-15T01:14:59Z canonical: "help.servicetitan.com/customize-pricebook-visibility-for-technicians" --- > ## 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. # Customize pricebook visibility for technicians ## Overview You can control which pricebook categories your technicians see in ServiceTitan Mobile. For example, you can filter out plumbing categories for your HVAC technicians so they only see HVAC items. This makes building estimates easier. --- ### #### Who uses this feature - Administrators - Account configuration is required to use this feature. To update your account, contact your success or implementation manager for details. ## Things to know - Before you start, make sure that you have [set up pricebook categories](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook). - Assign a **Category** to every pricebook item so technicians see it in mobile. Without a Category, they won’t see the item. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-pricebook-visibility-for-technicians-image-95v0x3vh.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D) ## Assign pricebook categories to technicians You can assign business units to a pricebook category, so technicians assigned to the same business units see a filtered view of categories when they’re in the field. For additional control, you can assign categories to an individual technician. On ServiceTitan Mobile, they’ll see a filtered view of their pricebook based on these settings. 1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D). 2. In the side panel, go to **People** > **Technician**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-pricebook-visibility-for-technicians-image-1syv3xdv.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D) 3. Click **Add** to create a new Technician Profile, or **Edit** to add pricebook categories for an existing technician. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-pricebook-visibility-for-technicians-image-5kosqgv0.gif?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D) 4. Use the **Pricebook Categories** drop-down to select the categories you want to add. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-pricebook-visibility-for-technicians-image-ot5qnl4p.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D) 5. Click **Save**. ## Assign business unit to Pricebook category Assigning business units to Pricebook categories controls visibility in ServiceTitan Mobile. Only technicians in the assigned BUs can see items in that category. To assign a business unit to a category: 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=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D) . 2. In the side menu, click **Categories**. 3. Find the category or subcategory you want to update and in the *Business Unit* column, click the field to open a list of BUs. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-pricebook-visibility-for-technicians-image-vhn623l8.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D) 4. Use the search field if needed. Select one or more BUs. Click **Check** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-checkbox-blue.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D) to save it. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-pricebook-visibility-for-technicians-image-2t4gnhh1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A44Z&se=2026-10-31T01%3A42%3A44Z&sr=c&sp=r&sig=N2t19zZ3kK%2BQgpjZKAw%2BYmVqk5GzXo2u9ABo9Shj1lg%3D) > [!TIP] > **Tip:** To remove a BU, reopen the field, deselect it, and click the checkmark. To edit category details, see [Edit additional category details](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook#edit-additional-category-details). ## ## FAQ --- ### #### Why the technician can’t browse the Pricebook items what steps can be taken? Technicians need to download the pricebook again to refresh it in ServiceTitan Mobile. ## Want to learn more? - See [Create and manage categories and subcategories in Pricebook](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook) The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history. **What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record. **Also called:** Tech profile, Field user record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)