Overview
Linking materials to services lets you enable Dynamic Pricing and use configurable materials to create accurate roofing estimates. This ensures that when a service is added to an estimate or invoice, all associated materials are automatically included with proper costs and pricing.
Before using Dynamic Pricing or creating spec-based estimates with accurate material costs, link materials to services in your pricebook. Learn how to link materials to services and add vendor costs so Dynamic Pricing calculates accurate prices.
Who uses this feature
Administrators, managers
Primarily benefits Residential Construction and Commercial Construction business types
Primarily benefits Roofing and Exterior trades
Feature configuration
The Manage Pricebook permission is required to link materials to services. Please contact the account administrator on your team.
To use Dynamic Pricing with linked materials, enable Dynamic Pricing in Feature Configurations. For more, see Manage feature configurations.
Things to know
Linking materials to services lets you enable Dynamic Pricing and use configurable materials.
You can open a material in a new tab directly from the Linked Materials pop-up window.
Best practices
Link materials to services before setting up Dynamic Pricing to ensure accurate pricing calculations.
Add and maintain vendor costs in your Pricebook to prevent services from showing $0 in the Dynamic Price column and to keep margins accurate.
Link a material to a service
Before creating Dynamic Pricing rules, you must link materials to services in your Pricebook.
Note: Before you begin, make sure you already created services and materials in your Pricebook.
Go to the navigation bar and click Pricebook > Services.
Find the roofing service you want to update.
Click Actions > View/Edit Service next to the service item.
The service details screen opens.On the Edit Service screen, click the Materials tab.
In the search field, enter the material you want to link.
For example, search for shingles, underlayment, or flashing.Select the material you want to link.
The material is added to the service and appears on the right side of the screen.
After linking the materials, click Save to apply your changes.
The material is now linked to the service. Repeat these steps for any other service items that need materials.
Add cost to linked materials
After you link materials to services, add costs to those materials. If a service shows $0 in the Dynamic Price column, its linked materials don't have costs assigned yet.
Enable the Linked Materials column
Before you manage material costs efficiently, enable the Linked Materials column in your view. The column lets you manage materials without opening each service item.
On the Services screen, if you don't see the Linked Materials column, click Edit Columns.
In the Edit Columns pop-up, select the Linked Materials checkbox.
When finished, click Apply.
The Linked Materials column now appears on the Services screen.
Add vendor costs to materials
Go to the navigation bar and click Pricebook > Services.
Enable the Edit Mode.
Click your service in the Linked Materials column.
A pop-up window appears showing the material linked to the service. Tip: You can open the material in a new tab directly from this pop-up window by clicking the material name.
In the pop-up window, you can update the Material Name, quantity (QTY) or delete and add materials as needed.
Click the material name to open it in another tab and update it as needed.
On the Edit Material screen, scroll to the Primary Vendor section.
In the Cost column, enter the vendor cost for the material. This should be the price you pay your supplier for the material.
Click Save to apply the cost.
Return to your service list and refresh your page.
After the refresh, confirm that the Dynamic Price column reflects the linked material cost. This confirms that the material is correctly linked and Dynamic Pricing is working as expected.
Want to learn more?
Visit ServiceTitan Academy and enroll in Linking Materials to Services - Roofing