Pricebook Pro Home

Pricebook Pro is an industry-leading pricebook featuring a range of services, materials, and equipment equipped with tools to minimize work and enhance pricing decision-making.

Pricebook Pro streamlines business growth with revenue-driving tools and enhances customer experiences with professional shopping features, enables technicians to create multiple estimates effortlessly, and allows real-time pricing updates.

Setup

What you need to get started

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.

Learn about ServiceTitan Pricebook Pro and its dashboard to maximize your time and opportunity.

Quick start guide

After you purchase Pricebook Pro and it's configured for your account, sign in to ServiceTitan to enable it. To set up Pricebook Pro Smart Start:

1. Go to the navigation bar, click Pricebook, then select Services from the side menu.

2. Click Setup. 

3. Follow the setup steps to select the trades you provide services for, browse the catalog to add services, and set pricing rates.

4. When finished, click View Import to see the items added to your Pricebook. For more, see Pricebook Pro Onboarding Part 1: Use Pricebook Pro Smart Start.

5. After you customize your Pricebook Pro:        

   1. Go to Pricebook > Services > Dynamic Pricing to review the pricing that you set.

   2. Go to Pricebook > Categories to select the categories you want to be visible to your technicians in ServiceTitan Mobile. For more on categories, see Create and manage categories and subcategories in Pricebook.

Advanced setup

Part 1: Set up Pricebook Pro Smart Start

• Pricebook Pro Onboarding Part 1: Use Pricebook Pro Smart Start: Customize your pricebook by adding a new Pricebook Pro category, setting prices for your services, and incorporating tools to optimize your use of Pricebook Pro.

Part 2: Download Pricebook Pro items and keep your pricebook up to date

• Pricebook Pro Onboarding Part 2: Set up ServiceTitan Pricebook Pro: Set up your pricebook with ServiceTitan Pricebook Pro to manage items, set prices, and keep your pricebook updated.

Part 3: Manage catalogs with Pricebook Pro

• Pricebook Pro Onboarding Part 3: Add provider catalog items to your pricebook with Pricebook Connect: Use Pricebook Connect to add items from Pricebook Pro, supplier catalogs, and other integrated providers to your pricebook.

Key workflows

Updates

Stay up to date with Pricebook Pro items by updating integrated provider catalog information, granting you complete control over your pricebook content. Specify the actual material or equipment that is used while creating an estimate.

• Update your pricebook with Pricebook Connect

• Use Configurable Services with Pricebook and Pricebook Pro in ServiceTitan and ServiceTitan Mobile

Dynamic Pricing

Adjust your Pricebook Pro with Dynamic Pricing to determine the pricing and compare the range of pricing in your region.

• Dynamic Pricing Overview

• Create a Dynamic Pricing rule

• Add modifiers to dynamic pricing rule

• Review Dynamic Pricing calculation

• Manage price insights with Pricebook Pro

Manage Pricebook Pro

Explore Pricebook Pro features, including creating and editing proposal and estimate templates.

• View Pricebook Pro explainer PDFs

• Pricebook Pro vs. Pricebook Connect

• Create and edit estimate proposal templates

• Create estimate templates

• Add recommendations to services and equipment

• Bulk edit pricebook items

Use these resources for comprehensive guidance on optimizing the use of Pricebook Pro for various business needs.

• Use custom repairs with Pricebook Pro

• Add OEM services in Pricebook Pro

• Add sewer services in Pricebook Pro

• Use generic equipment in Pricebook Pro

• Warranty Workflows for Pricebook Pro

Industry best practices

• Customize Items in Pricebook Pro - to explore services, materials, or equipment to customize your Pricebook items.

• Customize Items in Roofing Pricebook Pro to learn about the variety of services and materials customized for the specific requirements of roofing contractors.

FAQ

Why are service codes marked as Retired in Pricebook Pro?

Vendors may deactivate items in their catalogs, often to remove outdated or discontinued offerings. These deactivated items are marked as Retired in your Pricebook Pro to reflect the vendor’s changes.

If you previously downloaded or mapped the item from a vendor catalog, it remains available in your Pricebook even after being retired. However, it won't receive future updates from the vendor catalog unless the vendor reactivates it.