Overview
Client specific pricing settings control how pricing behaves after you sell an estimate. You can decide when rate sheets should apply to the job, based on job type. Select job types to automatically calculate labor items or remove rate sheets on sold estimates. It keeps estimates accurate while protecting flat-rate agreements from unintended post-sale markups.
Who uses this feature
Administrators, accountants, and managers
Primarily benefits Commercial Service and Replacement and Commercial Construction business types
Applies to all trades
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, please reach out to your Customer Success Manager (CSM).
The following permissions are required to use this feature. Please contact the account administrator on your team.
View Pricing Rates
Create/Edit Pricing Rates
Use cases
After you sell an estimate priced with a rate sheet, you need the job to stay flat-rate for specific job types.
Automatically calculate labor items on client specific pricing rule by job type
Use this setting to recalculate labor line items whenever someone updates a timesheet for the job types you choose.
Go to the navigation bar and click Pricebook.
In the side menu, go to Pricing Builder.
On the Client Specific Pricing screen that opens, click Settings.
In the Automatically calculate labor item on Client-Specific Pricing rule for select Job Type section, open the dropdown and select the job types.
When finished, click Save.
Note: Whenever a timesheet is modified, labor items are automatically recalculated. If you want to edit a labor item's quantity or price, remove the rate sheet first. Otherwise, the next timesheet change can overwrite your edits.
Configure which job types remove rate sheets when an estimate is sold
Use this setting to control whether ServiceTitan applies an estimate's rate sheet to the job after you sell the estimate.
Go to the navigation bar and click Pricebook.
In the side menu, go to Pricing Builder.
On the Client Specific Pricing screen that opens, click Settings.
In the Automatically Remove Rate Sheet on Select Job Type on Sold Estimate by Default section, open the dropdown and select the job types.
When finished, click Save.
How it works:
If you don't select any job types, the rate sheet carries over and applies to the job.
If you select job types, the rate sheet prices the estimate only, then removes it from those jobs after you mark the estimate Sold.