Overview
ServiceTitan Pricebook Pro is an industry-leading Pricebook featuring a range of services, materials, and equipment, tailored to contractors' by trade. Download Pricebook Pro, set up your vendors, and then use this guide to customize your Pricebook items.
Who uses this feature
Administrators, office employees, managers
Applies to all business types
Feature configuration
To get started with Pricebook Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.
Things to know
Pricebook Pro includes generic equipment and non-brand specific materials. While it won’t specify exact products, it provides a starting place with a list of hundreds of items you can edit to specific brands if needed
Pricebook Pro items are separated into categories and subcategories. When you download an item, the same category structure maps over to your price book. For more, see Create and manage categories and subcategories in Pricebook
Some trades use our pricebook in a slightly different way. We have curated specific instructions for the following trades: Roofing, and Sewer
Update equipment and materials
Pricebook Pro provides you with a comprehensive list of equipment and materials. Materials include common prices. Costs vary for each contractor depending on geographical location, distributor, rebates, and several other factors. Be sure to compare them with your actual costs and update them in your account. Updating the Price field helps maintain the integrity of our national and regional averages, providing you with more accurate price insights.
Note: Best practice is to update existing items, rather than create new ones, as items are grouped into common Services.
Go to the navigation bar and click Pricebook
In the side menu, click Materials or Equipment. The item table opens.
(Optional) To narrow your list, click Filters, select a category from the drop-down and click Apply.
Hover over a specific item and click the Actions icon to the far right, then select View/Edit Material or View/Edit Equipment.
Make edits as needed to the details.
Materials: Pay particular attention to the Name, Description and Price, which is the price allotted on the estimate to the customer, not your cost.
Equipment: Pay particular attention to the Cost, Sold Hours, and Manufacturer information.Confirm with your accountant or bookkeeper which general ledger accounts should be associated with items and select them in the Income and Expense dropdowns.
At the bottom of the page, review the available vendors for this item and fill out the columns for Part #, Memo and Cost.
Note: Vendors will not show in this list unless they are marked as a Replenishment Vendor when you set them up. To see a list of all available replenishment vendors, click Show/Hide Inactive Vendors. Marking a vendor as Active will allow users to order this material from that vendor. Marking a vendor as Primary will default that vendor as preferred when ordering this material.
Review and fill out the information on additional tabs (Commission, Inventory Settings etc.) For Equipment, pay particular attention to the attached Materials.
If you made changes, click Save.
Note: Make quick edits to items from the list view by toggling on Edit Mode and clicking the Edit icon that appears when you hover over individual items.
Update labor rates
If labor is included in the total cost on your invoices, include a billable length of time in the Hours field for each piece of equipment and service.
If labor is an individual line item on your invoices, update the rates included as Materials. Use the Filter and select the Category Admin > Labor Services then click Apply. That will narrow your list to flat rate and hourly tasks as well as separate tasks for groups, subcontractors, and assistants.
Update the Price field to match your labor rates the same way you update any material. These items can then be added to invoices as standalone line items or be added to a service.
Update services
Services in Pricebook Pro is a list of common tasks completed by technicians, which combines the equipment, material, and labor needed to complete the task into a prepackaged item with a set price. These include standard installations and repairs.
For example, Pull and Reset a Toilet will include a braided closet supply line, closet bolts, a wax ring with flange and a designated number of working hours for a set price. This means you can create an estimate, select that service and automatically generate a list of associated equipment and materials, billable hours and a price.
Go to the navigation bar and click Pricebook
.In the side menu, click Services. The item table opens.
(Optional) To narrow your list, click Filters, select a category from the drop-down, and click Apply.
Hover over a specific item and click on the Actions icon, then select View/Edit Service.
Make edits as needed to the Item Description.
Note: For tracking purposes, the service Name cannot be changed. If an edit to the name is absolutely necessary, you can duplicate the service and then edit the name.
The default Dynamic Price is calculated by adding the Sold Hours, Equipment and the Materials together. To override the Dynamic Price, select the checkbox next to Use Static Prices and enter an amount in the Static Price field.
Review the number of Sold Hours and edit as needed to determine the total number of hours required to complete this task.
Note: If two employees are required and it takes them two hours to complete the task, the Sold Hours should be 4.
Confirm with your accountant or bookkeeper which general ledger accounts should be associated with services and select them in the Income and Expense dropdowns.
Click the Materials tab.
Review the materials that will automatically be added to this service. Add or remove as required.
Note: Technicians (with proper permissions) can sub out materials in the field as needed on a job to job basis. Select the most commonly associated materials.
Click the Equipment tab.
Add equipment items or leave them for technicians to add in the field.
Note: Changes to the price of a material or equipment must be done directly to the material or equipment in their individual section.
If you made edits to the service, click Save.
Note: Make quick edits to items from the list view by toggling on Edit Mode and clicking on the edit icon that appears when you hover over individual items
Understand custom repairs
Custom repairs are a feature of Pricebook Pro that allows you to invoice on the fly for repairs that aren’t a standard Service item in your Pricebook. In order to select the proper custom repair you need to know the approximate equipment and material cost and time to complete the repair.
Each custom repair preloaded in your Pricebook communicates three types of information: the type of repair, how long the repair will take to complete and the cost. This means that every custom repair task is named differently.
A custom repair called CHR-2.25.1000 offers this information:
CHR: Custom HVAC Repair
2.25: 2 hours, 15 minutes of labor
1000: $1000 in material costs
When added to an estimate, this repair will generate a dynamic price. The options in custom repairs are rounded ranges in increments of $25 - $50. When choosing one, the best practice is to round up.
Find a list of custom repairs in the Services section under the category Custom [Trade] Repair.
Note: There is nothing wrong with downloading just one of the 800 plus custom repairs and allowing your technicians to update the cost and hours in the field on a per-job basis. However, in order to do so, the technician needs to have the permission to edit services which provides them access to edit ALL services.
Bulk edit items
There are two ways to speed up the customization process:
Turn on Edit Mode and customize from the list view
Download your pricebook,, make edits in a spreadsheet format, and then import the spreadsheet into your account.
Add new items
If you are still missing an item after review of the Pricebook Pro Catalog, we recommend contacting your vendors and getting a comprehensive list from them, which can be imported into your account. Alternatively you can use our supply chain catalogs to activate your manufacturers and vendors and use the content supplied directly by them.
If after exhausting those options, you are still missing items, you can manually add materials or equipment. You shouldn’t have to add services; instead, you should train your technicians to use custom repairs.
Want to learn more?
Visit ServiceTitan Academy and enroll in Foundations of Pricebook Pro