---
title: "Use Pricing Tool"
slug: "use-pricing-tool-1"
updated: 2026-10-15T00:34:47Z
published: 2026-10-15T00:34:47Z
canonical: "help.servicetitan.com/use-pricing-tool-1"
---

> ## 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.

# Use Pricing Tool

## Overview

[Use Pricing Tool Video](https://fast.wistia.net/embed/iframe/u6o93u1gkr?web_component=true&seo=true&videoFoam=false)

The *Pricing Tool* allows you to calculate markup and margin directly in your account, eliminating the need for third-party calculators. It provides real-time profitability insights during the estimate process, helping you price jobs accurately, reduce risk, and make confident decisions.

---

### 

#### Who uses this feature

- Administrators, accountants, managers
- Primarily for Commercial Service/replacement, and Commercial Construction business types. Applies to all business types

#### Feature configuration

- This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, reach out to your CSM.
- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- The *View Markup/Edit Markup* and *View Margin/Edit Margin* permissions are required to use this feature. Please contact the account administrator on your team.

## Best practices

- Use the *Pricing Tool* to review your margin and markup before approving any estimate to confirm profitability.

## Use cases

- A manager/admin adjusts pricing in real-time during estimate creation to avoid underpricing job.

## Pricing Tool overview

Use this tool to calculate your markup and margin percentages before selling an estimate to understand its profitability

1. Search for and open the unsold estimate you want.
2. From the estimate screen, click **Use Pricing Tool**. ![Total price displayed with a button to use the pricing tool for calculations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-pricing-tool-image-pfrrtrnl.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A07Z&se=2026-10-31T01%3A42%3A07Z&sr=c&sp=r&sig=4Op%2FXhnCHLcNfeOv9Si8qavKPGpH9IHyOPyg%2BaV2ulk%3D)
3. On the *Pricing Tool* screen that opens, review and adjust fields such as *Markup, Margin,* and *Price*. ![Pricing tool displaying cost, markup, margin, price, and profit for HVAC automation retrofit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-pricing-tool-image-g79oagr7.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A07Z&se=2026-10-31T01%3A42%3A07Z&sr=c&sp=r&sig=4Op%2FXhnCHLcNfeOv9Si8qavKPGpH9IHyOPyg%2BaV2ulk%3D)

> [!TIP]
> **Tip:** Updating one field automatically adjusts the others.

## Header overview

On the Pricing Tool screen, you can see and update the following:

- **Cost:** Estimate's total cost.
- **Markup:** Percentage applied to the total estimate cost.
- **Margin:** Percentage of the estimate's selling price that is profit.
- **Price:** Estimate's total amount.
- **Profit:** Amount remaining after costs are subtracted from the estimate's price.

You can edit the *Cost, Markup, Margin*, and *Price* columns. If you update any of these fields, other fields are updated accordingly.

> [!NOTE]
> **Note:** The tool calculates values automatically based on the estimate's cost and price.

## Filter items

View the estimate's items in a table and update them as needed. To view the items, you can filter them by:

- **Item:** Items and item groups. Item groups can be expanded to see all items within the group.
- **Item Type:** Filter items by their type, such as *material, service, equipment, etc.*
- **Category:** Filter items by the category they're grouped under.
- **Budget Code:** Filter items by the budget codes they're assigned to.

![Navigation bar displaying item categories and search options for budget management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-pricing-tool-image-0byswswy.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A07Z&se=2026-10-31T01%3A42%3A07Z&sr=c&sp=r&sig=4Op%2FXhnCHLcNfeOv9Si8qavKPGpH9IHyOPyg%2BaV2ulk%3D)

For quick actions, you can perform the following;

![Icons representing editing, settings, and alignment tools for user interface design.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-pricing-tool-image-qdjssixt.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A07Z&se=2026-10-31T01%3A42%3A07Z&sr=c&sp=r&sig=4Op%2FXhnCHLcNfeOv9Si8qavKPGpH9IHyOPyg%2BaV2ulk%3D)

- **Edit Mode:** Activate the editing mode to update the prices.
- **Audit Trail:** See the history of updates made through the pricing tool.
- **Allocations and Rounding Rules:** Allows you to distribute overall markup or margin adjustments proportionally across estimate line items and automatically round totals or item prices.
- **Expand all:** Expand all the items/item groups to show details.

## Item details

View more details about each item in the table. You can update the *Markup, Margin, Price,* or *Profit* by individual items, but you cannot edit *Cost*. If you have item groups, click the dropdown to view each item's details.

![Cost breakdown for air handling unit replacement and related services with profit margins.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-pricing-tool-image-40c1qe14.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A07Z&se=2026-10-31T01%3A42%3A07Z&sr=c&sp=r&sig=4Op%2FXhnCHLcNfeOv9Si8qavKPGpH9IHyOPyg%2BaV2ulk%3D)

You can update any column per item or per item group, except the cost column. When everything looks good, click **Apply Changes** to save them.

## Want to learn more?

- See [Estimates and sales](/construction/docs/estimates-and-sales-home)