Core Product

Pricebook

ServiceTitan Pricebook is a central component important to operating the rest of ServiceTitan features, including Estimates, Invoicing, Purchasing, and more. In Pricebook, create and manage services, materials, and pieces of equipment, enabling technicians to easily find and sell to customers.

New to Pricebook? Start here Jump to key workflows

Product overview

See Pricebook in action

See how Pricebook brings together services, materials, and equipment — all in one place — so technicians can find and sell items quickly and accurately.

Setup

For optimal setup and performance, make sure you perform the following actions. Pricebook screens are usually maintained by an office coordinator to ensure items are comprehensive and up-to-date.

Setup checklist

Import and export your pricebook

Bring in your existing pricebook data or move items between accounts.

Copy Pricebook from different accounts

Duplicate pricebook items across multiple ServiceTitan accounts.

Troubleshoot Pricebook import errors

Resolve common errors that occur during pricebook imports.

Add and edit items with the Pricebook Excel template

Use the Excel template to add or update pricebook items in bulk.

Required permissions

Office employees need Edit service, Edit material, Edit equipment, Edit category, and View pricebook permissions. Technicians need View item prices and Mobile add on checkbox permissions.

Best practices

For detailed information on recommended feature settings and configurations, see Best practices playbook: Maximize Pricebook.

Quick Start Guide — Pricebook

Get started with Pricebook and customize your pricebook items to better organize your services, track materials, and equipment.

In Pricebook, create:

Categories to group common services together

Services to include items you sell on an invoice

Materials to track parts and components to complete services

Equipment to track large installed items at customer locations

In Pricebook, manage:

Your equipment types to track equipment replacement opportunities

Estimate and proposal templates to offer customers multiple options, increasing revenue and ticket sizes

Your pricebook with supplier catalogs to offer your customers an updated digital pricebook with items from your top suppliers

General ledger accounts and map them to Pricebook items

Key workflows

Core workflows for using Pricebook — from adding and editing items to dynamic pricing and equipment management.

Add pricebook items Edit pricebook items Manage pricebook items Supplier catalogs Dynamic pricing Client specific pricing Manage equipment items

Add pricebook items

Enhance your pricebook by adding services, materials, equipment, discounts, and more.

Add services to your pricebook

Add materials to your pricebook

Add equipment to your pricebook

Add sold hours to pricebook items

Add images, PDFs, and video to your pricebook

Add discounts and fees

Use Other Direct Costs in pricebook

Streamline your pricebook

Add PDFs to equipment items

Add recommendations to services and equipment

Add upgrades to services and equipment

Add items and sub-items in ServiceTitan Mobile

Create equipment types

Create conversion opportunity tags

Edit pricebook items

Efficiently manage your pricebook by editing, bulk editing, and duplicating items, and attaching tags and materials.

Edit pricebook items

Bulk edit pricebook items

Bulk link or unlink materials and equipment to services

Duplicate pricebook items

Attach tags with services

Attach materials to services or equipment

Manage pricebook items

Manage your pricebook by setting up categories, customizing permissions, and setting prices for your pricebook items.

Create and manage categories and subcategories in Pricebook

Set up your account for replacement opportunities

Manage replacement opportunities

Review mobile versions of pricebook items

Manage template pricebook items

Customize pricebook visibility for technicians

Set Pricebook permissions

Enter payroll settings

Integrate your pricebook with supplier catalogs

Connect your pricebook to supplier catalogs for up-to-date digital pricing from your top suppliers.

Available supply chain integrations

Update your pricebook with Pricebook Connect

Dynamic pricing

Use Dynamic Pricing to automatically adjust flat-rate service prices based on real-world factors like after-hours work, add-ons, and memberships, maximizing profit and pricing accuracy.

Dynamic Pricing Overview

Create a Dynamic Pricing rule

Add modifiers to dynamic pricing rule

Review Dynamic Pricing calculation