What is the process for exporting and printing the Pricebook in ServiceTitan?

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Problem

Users need to print their Pricebook but are unsure how to do it directly from ServiceTitan.

Solution

You can easily export and print your Pricebook from ServiceTitan.

Export and print your pricebook

  1. In ServiceTitan, go to the navigation bar and click Pricebook.

  2. In the side panel, click Import/Export.

  3. Click the Export tab.

  4. Click Export. This action will export your Pricebook to an Excel file. For more, see Import and export your pricebookInstructions for exporting data from Pricebook with bulk editing feature highlighted.

  5. Wait for the Excel file to download to your computer.

  6. Open the downloaded Excel file.

  7. Go to the File menu in Excel.

  8. Select Print from the menu. This opens the print preview window. Excel menu showing print option and a detailed timesheet with budget data.

  9. Choose your printer and any other print settings you need.

  10. Click Print to print your Pricebook.