--- title: "Pricebook Pro Onboarding Part 2: Set up ServiceTitan Pricebook Pro" slug: "pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro" updated: 2026-10-15T01:17:19Z published: 2026-10-15T01:17:19Z canonical: "help.servicetitan.com/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro" --- > ## 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. # Pricebook Pro Onboarding Part 2: Set up ServiceTitan Pricebook Pro ## Overview Set up your pricebook with ServiceTitan Pricebook Pro to use popular prebuilt services that include high-resolution images, sold hours, and attached materials. Simple tools help you manage pricebook items, set prices, and keep your pricebook up to date. --- ### #### Who uses this feature - Administrators and managers - Primarily for Residential Service & Replacement business types #### Feature configuration To get started with Pricebook Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro/pricebook), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). ## Step 1: Download ServiceTitan Pricebook Pro items Pricebook Pro items are separated into categories and subcategories. When you download an item, the same category structure maps over to your pricebook. For more, see [Create and manage categories and subcategories in Pricebook](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook). > [!NOTE] > **Note:** Material items are not browsable. When you download a service item, any linked material items are automatically downloaded to your pricebook. 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%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) . 2. From the side menu, click **Catalogs**. 3. Click **ServiceTitan Pricebook Pro**. 4. Select the items you want to add to your pricebook: 1. Click an item to select it. A checkmark displays selected items. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro-image-lk8tub4o.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) 2. Hover over a category and click the checkmark in the upper left corner to select all items in that category. > [!NOTE] > **Note:** When some, but not all, items within a category are selected, the partially-selected icon appears in the left corner. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro-image-haqzzi48.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) 3. Click **Select All** to select all items or categories displayed. 5. The total number of selected items is displayed at the bottom of the screen. > [!TIP] > **Tip:** If you browse to a different category, any selected items remain selected. Click **Clear All Selections** to start over. 6. When you’re done, click **Add to Pricebook**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro-image-hil5h6mn.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) After the items are added to your pricebook, you receive a notification at the top of the window. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro-image-vi1v6w5z.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) ## Step 2: Review and edit service items ServiceTitan Pricebook Pro services include sold hours and material costs, which are used to set prices. Before setting prices, review these values to ensure that they match your business’ sold hours and material costs for each added service. You can also add commission and tax details. Discover more best practices on [customizing items in Pricebook Pro](/construction/docs/customize-items-in-pricebook-pro), including trade specific workflows. You can review service items in ServiceTitan or if you need to manage a large number of services, you can export your pricebook and review it in a spreadsheet. ### Review your services Use this option to review your services and customize your pricebook: 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%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) . 2. From the side menu, click **Services**. The item table opens. 3. Click **Filters** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) . 4. Select the *ServiceTitan Pricebook* category to narrow down all items that were added for you. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro-image-uzkd3fiz.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) If you can’t find the service, search the catalog and add additional items. 1. In the side menu, click **Catalogs**. 2. Select **ServiceTitan Pricebook**. 3. Search for the item. 4. Add the item to your pricebook. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro-image-cdsrqywa.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) For more, see [Add catalog items to your pricebook with Pricebook Connect](/construction/docs/pricebook-pro-onboarding-part-3-add-provider-catalog-items#add-catalog-items-to-your-pricebook). ### Review service items individually Use this option to review and edit individual service items: 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%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) . 2. In the side menu, click **Services**. The item table opens. 3. Review the service details and make necessary changes: 1. In the *Details* tab, review the *Hours* field, which contains the sold hours for the service. Update the sold hours as needed. 2. If the service is taxable, select **Taxable**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro-image-pg7ol5su.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) 3. In the *Commission* tab, enter any commission or bonus details for the service. For more, see the *Add commission details* section of the [Add services to your pricebook](/construction/docs/add-services-to-your-pricebook). 4. In the *Materials* tab, review the material items attached to the service and make the necessary changes: 1. Adjust the quantity of an item in the **Qty** field. 2. [Attach additional materials](/construction/docs/attach-materials-to-services-or-equipment) > [!NOTE] > **Note:** To change the price of a material item, go to the *Materials* tab and update the item. 5. If you made edits to the service, click **Save**. ### Review service items in bulk Use this option to review and edit several items at once in a spreadsheet and then import the changes: 1. [Export your pricebook](/construction/docs/import-and-export-your-pricebook-1#export-your-pricebook) to your computer as an XLSX file. 2. Open the exported XLSX file in a spreadsheet application. 3. Review service details and make necessary changes: 1. In the XLSX file, click the **Services** tab and review the *Hours* column, which contains the sold hours for service items. Update the sold hours as needed. 2. If the service is taxable, enter *1* in the *Taxable* column. 3. Enter any commission or bonus details in the *PaysCommission*, *PayTechSpecificBonus*, *$ Bonus*, and *% Bonus* columns in the *Services* tab. For more, see the *Add commission details* section of the [Add services to your pricebook](/construction/docs/add-services-to-your-pricebook). 4. Click the **ServiceMaterialsLink** tab and search by the code of the service you’re reviewing in the *Service.Code* column. Every entry for that service is an attached material item. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/pricebook-pro-onboarding-part-2-set-up-servicetitan-pricebook-pro-image-0khrx1qm.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A51%3A47Z&se=2026-10-31T01%3A51%3A47Z&sr=c&sp=r&sig=1n9Fcm5SoPS58SwM9vD0ACGyJNSZ%2FuOXxQS6JUTFrAI%3D) 5. Review these material items and item quantities and make necessary revisions. 6. Click the **Materials** tab and review the *Cost* column for material items and make necessary revisions. 4. To keep any changes, save the XLSX file and [import](/construction/docs/import-and-export-your-pricebook-1#import-your-pricebook) it back into ServiceTitan. ## Step 3: Set service prices After you add Pricebook Pro service items to your pricebook, you can set material mark-up rates and prices for multiple items at once. For more, see [Review prices calculated with Dynamic Pricing](/v1/docs/review-dynamic-pricing-calculation). ## Step 4: Connect service items to your General Ledger account If you have a general ledger account, you can map Pricebook Pro service items to it: - [Map items in QuickBooks Desktop](/construction/docs/qbd-onboarding-step-3-map-pricebook-items-to-a-quickbooks-general-ledger-account) - [Map pricebook items in QuickBooks Online](/construction/docs/qbo-onboarding-step-6-map-pricebook-items-to-a-quickbooks-general-ledger-account) - [Map pricebook items to Item GL Groups in Intacct](/construction/docs/intacct-onboarding-step-4-map-pricebook-items-to-item-gl-groups) > [!NOTE] > **Note:** To add Pricebook Pro materials to your accounting software, contact your implementation or success manager. ## Step 5: Keep your pricebook up to date Pricebook Pro frequently releases new categories, services, and materials for you to download. In addition, improvements to existing items are continuously added. - [Add Pricebook Pro items with Pricebook Connect](/construction/docs/pricebook-pro-onboarding-part-3-add-provider-catalog-items) - [Update your pricebook with Pricebook Connect](/construction/docs/update-your-pricebook-with-pricebook-connect) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Foundations of Pricebook Pro](https://servicetitan.docebosaas.com/academy/learn/courses/1022/foundations-of-pricebook-pro) - See [Create and manage categories and subcategories in Pricebook](/construction/docs/create-and-manage-categories-and-subcategories-in-pricebook)