Add upgrades to services and equipment

Overview

When technicians view service or equipment in ServiceTitan Mobile, they see available upgrades that they can offer to customers. By adding upgrades, you enable your technicians to upsell items without additional training.

Things to know

• On the mobile side, technicians can see available upgrades in the item description. The viewed item is labeled Good and the upgrades are labeled Better and Best from lowest to highest price.

• You can add upgrades when adding or editing services or equipment.

Add upgrades to services or equipment

To add upgrades to an existing service or equipment item in your pricebook, edit the service or equipment:

1. Go to the navigation bar and click Pricebook .

2. From the side menu, click Services or Equipment. The Services or Equipment screen opens.

   Tips: Collapse the Pricebook side menu for more screen area to view the Services table.
   

3. Browse the table or use the search field to find the item you want to edit. You can search by code, name, or description.

4. To filter the list of items, click Filters. You can filter based on category, sold hours, price, and other details. After setting your filters, click Apply.
   

5. At the end of the item row, click Actionsand select the View/Edit option.
   

6. On the Edit Service or Edit Equipment screen that opens, scroll down and click the Upgrades field to view a list of available items in your pricebook.

   Tip: Filter the list by entering a few letters of the name, code, or item description.

   

   Note: When technicians view the service or equipment on the mobile side, the viewed item is labeled Good and the upgrades are labeled Better and Best from lowest to highest price. If you add more than two upgrades, they display as Even Better options between Better and Best.

7. Click an item in the list to add it as an upgrade. For example, if you add:

   1. One upgrade, the existing item displays as Good in mobile, and the one upgrade displays as Best.

   2. Two upgrades, the existing item displays as Good in mobile, and the two upgrades display as Better and Best.

8. When finished, click Save.

Want to learn more?

• Visit ServcieTitan Academy and enroll in Introduction to Pricebook