Documentation Index

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Pro Product

Pricebook Pro

An industry-leading pricebook featuring a range of services, materials, and equipment equipped with tools to minimize work and enhance pricing decision-making.

Product overview

See Pricebook Pro in action

Pricebook Pro streamlines business growth with revenue-driving tools, professional shopping features, effortless multi-estimate creation, and real-time pricing updates.

Setup

Pricebook Pro streamlines business growth with revenue-driving tools and enhances customer experiences with professional shopping features, enables technicians to create multiple estimates effortlessly, and allows real-time pricing updates.

Setup checklist

ServiceTitan Pricebook Pro overview

Learn about Pricebook Pro and its dashboard to maximize your time and opportunity.

Pricebook Pro Onboarding Part 1: Use Pricebook Pro Smart Start

Customize your pricebook by adding a new Pricebook Pro category, setting prices for your services, and incorporating tools to optimize your use of Pricebook Pro.

Pricebook Pro Onboarding Part 2: Set up ServiceTitan Pricebook Pro

Set up your pricebook with ServiceTitan Pricebook Pro to manage items, set prices, and keep your pricebook updated.

Pricebook Pro Onboarding Part 3: Add provider catalog items with Pricebook Connect

Use Pricebook Connect to add items from Pricebook Pro, supplier catalogs, and other integrated providers to your pricebook.

Required access

Pricebook Pro subscription required. Request a demo on the Pro Products page, or reach out to your CSM or Pro Account Manager.

Once setup is complete

Sign in to ServiceTitan, go to Pricebook, click Setup, and follow the Smart Start steps to select trades, browse the catalog, and set pricing rates.

Not yet a customer?

Request a demo on the Pro Products page, or reach out to your Customer Success Manager or Pro Account Manager.

Quick Start Guide — Pricebook Pro

After you purchase Pricebook Pro and it's configured for your account, sign in to ServiceTitan to enable it. To set up Pricebook Pro Smart Start:

Step 1: Go to the navigation bar, click Pricebook, then select Services from the side menu.

Step 2: Click Setup.

Setup instructions for Pricebook Pro Smart Start catalog with highlighted setup button.

Step 3: Follow the setup steps to select the trades you provide services for, browse the catalog to add services, and set pricing rates.

Step 4: When finished, click View Import to see the items added to your Pricebook. For more, see Pricebook Pro Onboarding Part 1: Use Pricebook Pro Smart Start.

Step 5: After you customize your Pricebook Pro, go to Pricebook > Services > Dynamic Pricing to review pricing, and go to Pricebook > Categories to select categories visible to technicians in ServiceTitan Mobile. For more on categories, see Create and manage categories and subcategories in Pricebook.

Key workflows

Explore Pricebook Pro features, manage catalog updates, and optimize pricing decisions.

Updates

Stay up to date with Pricebook Pro items by updating integrated provider catalog information.

Dynamic Pricing

Adjust your Pricebook Pro with Dynamic Pricing to determine and compare pricing ranges in your region.

Industry best practices

Comprehensive guidance on optimizing Pricebook Pro for various business needs.

FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Common questions about Pricebook Pro features and catalog management.

Why are service codes marked as Retired in Pricebook Pro?

Vendors may deactivate items in their catalogs, often to remove outdated or discontinued offerings. These deactivated items are marked as Retired in your Pricebook Pro to reflect the vendor's changes.

If you previously downloaded or mapped the item from a vendor catalog, it remains available in your Pricebook even after being retired. However, it won't receive future updates from the vendor catalog unless the vendor reactivates it.

Ready to grow with Pricebook Pro?

See how Pricebook Pro can streamline pricing decisions, boost revenue, and enhance the customer experience for your business.