Overview
Your pricebook is live. Technicians are quoting from the ServiceTitan Field Mobile App, jobs are flowing through Contact Center and Dispatch. Now the real work begins: tuning your Dynamic Pricing rules against actual margin data, regional benchmarks, and seasonal demand patterns.
This guide is for Administrators and Office Managers who have completed initial Pricebook setup and are ready to refine pricing post go-live. It covers four optimization workflows: reviewing pricing performance with Price Insights and Smart Recommendations, adjusting billable rates and markups based on real margins, adding modifiers for seasonal and after-hours conditions, and creating business unit overrides for local market differences.
Who uses this feature
Administrators and Office Managers
Applies to all business types
Applies to all trades
Things to know
All new estimates automatically reflect updated pricing when you edit a Dynamic Pricing rule. Estimates already presented to customers are not retroactively adjusted.
Each category can only have one Dynamic Pricing rule at a time. If you need different pricing logic for the same category in different markets, use Business Unit overrides on a single rule instead of creating multiple rules.
Modifiers (Add-on, After Hours, Price Level, Rounding) live inside a Dynamic Pricing rule. To see modifiers reflected after editing, you must click Save, then Continue, then Finish — skipping the Continue and Finish steps will cause modifiers to appear missing when you reopen the rule.
Price Insights, powered by Titan Intelligence, is enabled by default for all Pricebook Pro users and shows regional pricing averages alongside your services in the pricebook.
Pricing changes ripple across the ServiceTitan Max ecosystem: technicians in the ServiceTitan Field Mobile App see the new prices on new estimates and invoices, Field recalculates the prices it surfaces alongside Smart Recommendations, Contact Center intake reflects the updated catalog, and Dispatch continues to use the billable hours configured on each service for capacity planning.
Best practices
Optimize against real data, not assumptions. Wait until you have at least 30–60 days of post go-live job data before making large changes to billable rates or markups — earlier than that and you risk reacting to onboarding noise rather than real patterns.
Optimize one variable at a time. If you adjust the billable rate, markup tiers, and add a seasonal modifier in the same week, you won't know which change drove the margin shift.
Use Price Insights as a sanity check, not a target. The regional average tells you where you are relative to your market — it doesn't tell you what your price should be. Your costs, brand position, and service quality should drive the final number.
Capture the "why" in the rule description. When you edit a rule, add a short note in the description field (e.g., "Q3 2026: raised billable rate from $150 to $165 after labor cost increase"). The next administrator who opens this rule should understand the reasoning.
Hide test rules and deprecated categories from the ServiceTitan Field Mobile App rather than deleting them, so you preserve your pricing history.
Use cases
After 60 days of post go-live operation, an HVAC company sees its actual blended labor cost is higher than the billable rate set during Smart Start — they adjust the rate upward and watch Field estimates reflect the new pricing on the next job.
A residential service company is heading into peak summer demand and wants to add a seasonal markup on emergency HVAC calls without disrupting standard pricing — they add an After Hours modifier with date ranges for peak weeks.
A multi-market plumbing operation finds that its Atlanta business unit is consistently quoting below regional average while its Charlotte business unit is at average — they add a Business Unit override to raise Atlanta's billable rate without changing the base rule.
A commercial construction company wants to test a 5% markup adjustment on a single category before rolling it across the pricebook — they edit the rule, save with a description tagging the test, and review margin reports after 30 days.
Step 1: Review pricing performance before making changes
Before you touch a rule, look at what your live pricing is actually doing. Two tools surface this without leaving the pricebook.
Compare your prices to regional averages with Price Insights
Price Insights, powered by Titan Intelligence, shows you the minimum, maximum, and average price for each service in your region. Use this as a baseline check before adjusting billable rates or markups.
To view regional averages:
Go to the navigation bar and click Pricebook.
On the Services screen that opens, find the Regional Average column.
Tip: If you don't see the column, click the column editor and add the Regional Average option.
Click the Regional Average cell for any service.
In the window that opens, enter your service price and move the meter to see the minimum and maximum price for your region.
When finished, click Save.
Tip: If a service is consistently below regional minimum, your Dynamic Pricing rule's billable rate or markup may be set too low. If it's above regional maximum, you may be pricing yourself out of jobs your CSRs in Contact Center are trying to book.
Use Smart Recommendations data to spot pricing gaps
Pricebook surfaces Smart Recommendations to technicians on every estimate. If technicians are consistently skipping or removing recommended services from estimates in the ServiceTitan Field Mobile App, the price may be misaligned with what customers will accept. Conversely, services that convert often are candidates for upgrade tiers (Good / Better / Best) or price-level modifiers.
For details on how Smart Recommendations appear to technicians, see Use Pricebook Pro Smart Recommendations in ServiceTitan Mobile.
Step 2: Adjust billable rates and markups based on real margins
When 30–60 days of data shows your margins are off — actual labor costs are higher than expected, material costs have shifted, or your blended hourly cost has changed — adjust the Dynamic Pricing rule directly rather than overriding prices on individual services.
To edit a Dynamic Pricing rule:
Go to the navigation bar and click Pricebook.
In the side panel, click Pricing Builder.
On the Dynamic Pricing screen, find the rule you want to edit.
Click More
> Edit.
Adjust the billable rate
In the rule editor, navigate to the Billable Rate section and click Edit.
Update the static hourly rate or adjust your progressive rate tiers:
For a static rate, enter the new hourly amount.
For progressive rates, adjust the upper limit and billable rate for each tier. The final tier should still use 999 as the upper limit to cover all additional hours.
Click Continue to move forward.
Adjust markup tiers
Navigate to the Markup section and click Edit.
Adjust markup type (Gross margin, % Markup, $ Markup, or Multiplier) and the markup percentage or amount for each cost range.
If equipment markups should remain tied to material markups, leave Use same rules as Material enabled. Otherwise, set separate equipment markup rules.
Click Continue.
Save the changes
Continue through the remaining steps (Surcharge, Business Units, Review) without changes if you're only adjusting rates and markups.
On the final review screen, update the rule description to note what you changed and why (e.g., "March 2026: raised billable rate to $165/hr to reflect new labor cost").
Click Finish.
Note: Click Preview before clicking Finish to test how the new pricing applies to a sample service. This helps catch unintended price jumps before they reach technicians in the ServiceTitan Field Mobile App.
Cross-product impact: Once saved, new estimates in the ServiceTitan Field Mobile App will reflect the updated pricing immediately. Field Pro's Smart Recommendations will display the new prices for any technician with the necessary permissions. Estimates already issued to customers are not retroactively updated.
Step 3: Add modifiers for seasonal and after-hours pricing
Modifiers let you adjust prices without creating a separate rule for every condition. There are four modifier types: Add-on, After Hours, Price Level, and Rounding. After Hours modifiers are particularly useful for seasonal adjustments — peak demand windows, holiday surcharges, or weekend premium pricing.
To add modifiers to an existing Dynamic Pricing rule:
Go to the navigation bar and click Pricebook.
In the side panel, click Pricing Builder.
Find the rule you want to update and click More
> Edit.Navigate to the Review & Add Modifiers tab.
Select the modifier type you want to apply.
Configure an After Hours modifier for seasonal or off-hours pricing
In the Review & Add Modifiers section, click After Hours.
Enter a Rule Name (e.g., "Summer peak — emergency calls" or "Weekend premium").
In the If Scheduled Start Time field, enter the after-hours start and end times.
Set Additional Conditions:
Select - for no additional condition.
Select and if all conditions must be met.
Select or if at least one condition must be met.
In If Day of the week, select the applicable days.
In If Date, select specific holidays or peak-season date ranges to include.
In Then Add Charge, choose Add Charge or Increase Billable Rate:
Select $ for a flat fee.
Select % for a percentage increase.
Click Save.
Note: Only one after-hours modifier is applied per service. If you need both a holiday surcharge and a weekend premium on the same service, configure them as conditions within a single rule rather than creating two separate modifiers.
Configure a Price Level modifier for technician flexibility
Price Level modifiers let technicians choose an effort tier on-site — useful when the same service can range from straightforward to complex (e.g., a water heater replacement that requires extra labor for difficult access).
In the Review & Add Modifiers section, click Price Level.
Select $ to adjust by a flat amount or % to adjust by a percentage.
In the Level 2 field, enter the amount to adjust the base price for that level.
Click + Add another one to add additional price levels (Level 3, Level 4, etc.).
When finished, click Save.
Technicians can then select the appropriate price level in the ServiceTitan Field Mobile App when building the estimate.
Configure a Rounding modifier for clean pricing
In the Review & Add Modifiers section, click Rounding.
Choose Round Up or Round Down.
Select the rounding amount (nearest $1, $10, or $100).
Check the acknowledgment box confirming that membership pricing may affect the calculation.
Click Save.
Save modifier changes correctly
After clicking Save on any modifier, you must complete the rule:
Click Continue to move through the remaining rule steps.
Click Finish on the final screen.
Caution: If you save a modifier but skip the Continue and Finish steps, the modifier will not appear when you reopen the rule for editing. Always complete the full Save → Continue → Finish sequence.
Step 4: Expand and refresh your pricebook with Pricebook Connect
Pricebook Connect is how you add items to your pricebook from the ServiceTitan Pricebook Pro catalog and from integrated supplier (provider) catalogs. After go-live, it's the primary way to expand your catalog with new services, materials, or supplier items without entering them by hand.
Add catalog items to your pricebook
Go to the navigation bar and click Pricebook.
In the side menu, click Catalogs.
Click the catalog you want to browse.
Select items:
Click a category item to select it. A checkmark indicates selection.
Hover over a category and click the checkmark in the upper-left corner to select all items in that category. When some but not all items in a category are selected, a partially-selected icon appears.
Click Select All to select everything currently displayed.
Use the search bar to find catalog items by name, code, or vendor part number.
Tip: If you browse to a different category, your selected items remain selected. Click Clear All Selections to start over.
Click Show Details on any item to open a pop-up with tabs for:
Linked Items: Materials and equipment included when the item is added to an invoice.
Upgrades: Similar, upgraded versions of the item for upsell opportunities.
Recommendations: Services frequently performed at the same time, memberships, or other related items.
Assets: Video links and PDFs related to the item. Click a PDF to open it in a new browser tab.
Watch for catalog tags on items:
Added — the item is already in your pricebook.
New — the item was added to the catalog within the past 60 days.
Update — the item has updated provider information.
When you're finished, click Add to Pricebook.
Assign vendors to newly added catalog items (supplier catalogs)
If your integration is active in Settings > Integrations > Vendor Integrations, the system may prompt you to map newly added items to a vendor:
If your catalogs are linked to the correct vendors in vendor settings: The Add and Map Items to your Pricebook? pop-up appears. Select a primary vendor from the dropdown.
Note: If only one vendor is linked to your catalog in vendor settings, items are added automatically with no prompt.
If your catalogs aren't linked to the correct vendors: The Add and Map Items to Your Pricebook? pop-up appears with a Select Vendor option:
Click Select Vendor.
In the Select Vendor pop-up, choose Select primary Vendor and Set Vendor(s) to Active from the dropdown menus.
Click Continue.
After adding, search and edit each item in your pricebook to verify it's linked to the correct vendor.
After items are added
Activate Pricebook categories before technicians see new items. Newly added Pricebook categories are inactive by default. Go to Pricebook > Categories and activate the categories you want visible in ServiceTitan Mobile.
For supplier-integrated items, monitor margin impact rather than editing costs manually. Supplier costs flow in automatically; Dynamic Pricing recalculates affected service prices using your existing markup rules. Watch margin reports rather than overriding individual material costs.
Watch for catalog updates. Items tagged Update in the catalog reflect new provider info. Periodically browse for New and Update tags to keep your pricebook current.
Cross-product impact: New items added through Pricebook Connect become visible in ServiceTitan Field Mobile App once their categories are activated. Contact Center intake reflects the expanded catalog automatically for new bookings.
Step 5: Add or edit business unit pricing overrides
If your company operates across multiple markets, a single billable rate often doesn't reflect local labor costs, demand, or competitive positioning. Business Unit overrides let you adjust pricing per business unit on the same Dynamic Pricing rule — without creating a separate rule for each market.
To add a business unit override:
Go to the navigation bar and click Pricebook.
In the side panel, click Pricing Builder.
Find the rule you want to update and click More
> Edit.Navigate to the Business Units step.
Click Add New Business Rule.
In the Business Units screen that opens:
Enter the rule name (e.g., "Atlanta market premium").
Select the business unit from the dropdown.
Adjust the billable rate, markups, or other settings as needed for that business unit. These adjustments override the default settings on the rule.
Click + to add additional business unit rules to the same Dynamic Pricing rule.
When finished, click Continue.
Update the rule description to reflect the new override.
Click Finish.
Cross-product impact: Business unit overrides flow through to every system that uses pricebook data. CSRs in Contact Center see the correct pricing for the booking business unit, technicians in the ServiceTitan Field Mobile App see prices scoped to their business unit assignment, and Dispatch continues to route jobs based on the technicians and business units assigned to each job type.
Step 6: Verify changes are reflected across ServiceTitan Max
After saving any pricing change, verify it has flowed through the rest of the ServiceTitan Max ecosystem:
In Pricebook > Services: Click the Dynamic Pricing column on an affected service to confirm the new price is calculated correctly. If the column shows no dollar amount, either the linked material doesn't have a cost assigned or the service is not part of a category included in any rule.
In the ServiceTitan Field Mobile App: Use Mobile View in the Pricebook to preview what technicians will see. The new prices should appear on the next new estimate or invoice they build.
Troubleshooting
Modifiers don't appear after editing the rule: You likely clicked Save on the modifier but skipped Continue and Finish. Reopen the rule, re-add the modifier, and complete the full Save → Continue → Finish sequence.
Dynamic Price column shows no value for a service: Either the linked material has no cost assigned, or the service is not part of a category included in any Dynamic Pricing rule. Check the service's linked materials and category assignments.
Pricing change isn't reflected in the ServiceTitan Field Mobile App: Verify the technician is building a new estimate. Existing estimates and invoices retain the pricing in effect when they were created.
Regional Average column is missing: Add it via the column editor on the Services screen. If Price Insights has been disabled at the account level (Settings > Operations > Opt Out), re-enable the toggle.