Manage supplier catalog material variations in ServiceTitan

Overview

When roofing supplier catalog items are added to your pricebook, you can manage generic items and their variants in a single tab. A generic item is the main product, with variants defined by attributes like color, size, or unit of measure(UoM).

Things to know

• A generic item is the main product, while variants are different versions with attributes like color, size, or Unit of Measure (UoM). For example, a generic item like "Shingle" might have variants in different colors (black, brown, grey) or UoMs (per square foot, per bundle).

• Generic items can now automatically calculate their cost based on the costs from material variations. You can configure the generic item's cost to automatically display the minimum, maximum, average, or manual value derived from the available variant costs. This helps prevent $0 cost issues and saves time when supplier prices change.

• The pricebook for roofing integrations is specifically for materials only. After adding the items to your pricebook, you can find them in the Materials section of your pricebook, where you can access their Material Variations.

• The day after you add items to your pricebook, you can view costs for generic items (which include variant items) or for variant items only.

• All variations are automatically linked to the generic items. After you add supplier catalog items to your pricebook, the generic item's variations will appear without needing manual linking.

• You must have the Configurable Services feature enabled on your account to use supplier catalog material variations. For more information, see Use Configurable Services in Pricebook and Pricebook Pro.

• To use the generic item and its variations in an estimate, you need to have a service that is linked to the generic item.

Use cases

• Instead of creating multiple entries for each variation of an item, like a shingle with different colors, you can store them under one generic item. This reduces clutter and makes it easier to manage and update your catalog.

• Technicians in the field can easily present material variations to customers by accessing all variants under one generic item.

• Each variant can have a unique price based on its attributes. Having variants attached to a generic item, you can easily adjust the price for a specific variant, like charging more for premium-colored shingles, without updating every item separately.

View and add supplier catalog material variations

You can view supplier catalog material variations even before adding them to your pricebook. Here's how:

1. In ServiceTitan, go to Pricebook.

2. In the side panel, under the Pricebook Connect section, click Catalogs.

3. Select a roofing catalog of your choice.

4. In the Categories section that opens, select a category.        

   Tip: You can also use the search bar to search the catalog by item name or code.

            

   Tip: You can add the item/category to your ServiceTitan pricebook by clicking Add to Pricebook.

5. In the new section that opens, hover over a category subitem and click Show Details to open a pop-up with additional information and images. 

6. On the Material Details screen that opens, click Variants to view material variations. 

To view the variations of a material that has already been added to your pricebook:

1. In ServiceTitan, go to Pricebook.

2. In the side panel, click Materials.

3. Find the roofing catalog material, click Actions and select the View/Edit Material option. 

4. On the Edit Material screen that opens, go to the Configurable Material tab. The Enable Configurable Material toggle is enabled automatically.

5. View the Material Variations. Add or remove materials if needed. 

Configure cost variables by Business Unit (Enterprise only)

You can define multiple costs for a single vendor item and map these costs to specific Business Units (BUs). This helps enterprise customers with roofing supplier integrations (SRS, QXO, ABC Supply) reconcile costs accurately across divisions.

• When a job or estimate is tied to a BU, the system automatically selects the cost that is mapped to that BU.

• If no BU-specific cost exists, the system falls back to the default/global cost.

• Changing a job's BU recalibrates costs accordingly.

Tip: Exported purchasing and accounting documents always reflect the BU-specific cost used.

Business Unit Mapping in Supplier Chain Integrations

In addition to manual updates, Business Unit (BU) mapping is also supported within Supplier Chain integrations. This ensures that when you purchase materials through integrated suppliers such as SRS, QXO, and ABC Supply, the costs align correctly with the designated BU in ServiceTitan.

• Each supplier branch location can be mapped directly to one or more Business Units.

• Jobs costs are pulled from the supplier branch mapped to the corresponding BU.

• If a BU is not mapped but the item is used, costs are pulled from the default supplier branch.

• When materials are imported or ordered from that supplier branch, the system automatically applies the BU-specific cost mapping.

How to set it up:

1. Navigate to Settings > Integrations > Vendor Integrations.

2. Select the integrated supplier such as SRS, QXO, ABC Supply.

3. In step 3 Map Account, map each supplier branch to a Business Unit. 

4. When done, click Save.

Update your cost variables manually

1. Find the material in Pricebook and edit it.

2. Open the Details tab, and scroll down to locate the Vendor table. 

3. Click Subaccounts dropdown and select the primary account and map it to the business unit(s).

4. When you're done, click Save. Repeat the same steps for additional BU-specific costs.

Configure cost behavior for generic items

After adding supplier catalog materials to your pricebook, you can configure how the cost of a generic item is calculated based on its material variations.

To configure the cost behavior:

1. In ServiceTitan, go to Pricebook.

2. In the side panel, under the Pricebook section, click Materials.

3. Click Settings.

4. Select the Set cost as option. Decide how you want to show the cost by selecting one of the below options from the cost dropdown:        

   1. Minimum

   2. Maximum

   3. Average

   4. Manual                 

      Note: Setting the cost to Manual prevents automatic pricing updates. However, selecting Maximum, Minimum, or Average will trigger automatic pricing updates in the Pricebook.

5. Click Save.

Tip: To configure the cost for each generic material individually, open the material, go to the Configurable Material tab, and select the desired cost behavior, Maximum, Minimum, Average, or Manual.

Generic and variant item prices in Pricebook Connect

Roofing customers with Full Procurement Integration can view real-time pricing in Pricebook Connect while browsing a vendor's catalog. The system displays either a single price or a price range for the base item, depending on the cost variations among variant items.

• If all variant items have the same cost, the system shows a single price (e.g., $25).

• If only one variant has a cost, the system shows that non-zero amount.

• If variant costs differ, a range is displayed (e.g., $20 - $27), helping users compare pricing at a glance.

$0 Cost Warnings for Generic or Unavailable Items

If an item in your pricebook shows a $0 cost, a warning message explains why. The message appears after you add the item from the catalog and view it in Pricebook > Materials or Equipment, specifically in the Name column.

Common reasons:

• Costs load 24 hours after you add items to the pricebook.

• Generic (parent) items have no cost; pricing is assigned to their variants.

Example: GAF Timberline shows $0, but GAF Timberline Weathered Wood includes pricing.

• Unavailable items at your mapped branches also show $0.

Tip: Click the warning for details. You can manually update costs, use variant-based pricing, or deactivate the item.

This feature helps ensure pricing accuracy and prevents confusion in estimates.

See the error message below:

Use material variations in estimates

To use material variations in estimates, you need to have a service that is linked to the base material.

• If you use Pricebook Pro, base materials are automatically linked to the relevant services through Titan Intelligence (TI).

• If you use Pricebook, attach the base material to the service manually.        

  Note: Generic material items now support configurable cost behavior based on their associated material variations. You can automatically set the cost for a generic item using the maximum, minimum, average, or a manual value derived from the available variant costs. This improves estimate accuracy and prevents confusion from missing costs.

To update the material variations of the estimate:

1. On the Estimate screen, locate the service and the base material with its variations.

2. In the Material section, find the material variation and click More > Edit Variation.

3. In the Configurable Services flyout that opens, choose your preferred variation and click Save. 

4. If necessary, change your selection by clicking Edit next to the material. 

5. When finished, click Add to add the material to the estimate.

Note: Material variations work only on the Estimates page. This workflow is not supported on the Invoice page.

Tip: You can configure your pricebook to use material advanced settings.

Use material variations in estimates on ServiceTitan Mobile

On the Estimate screen, you can select the material variant that best aligns with the customer's requirements.

Note: All the material variations include cost information, but the generic material item does not. You'll need to set the cost for the generic material item as maximum, minimum, average, or manual based on the available variant costs.

To select a material variation for the estimate:

1. Go to the Estimates tab of your current job and tap the appropriate estimate.

2. In the Items & Chargeable Materials section, select the generic material. 

3. On the Edit details screen that opens, select the variation based on your customer's needs.          The selected variant replaces the generic material on the estimate.

Want to learn more?

• See Set up your account for the SRS integration

• See Check real-time availability and pricing of PO items