--- title: "Set up Chemical Tracking in the Pricebook" slug: "set-up-chemical-tracking-in-the-pricebook" description: "Learn how to set up Chemical Tracking in the Pricebook: create a Product Type, add families and attributes, link materials, and set unit conversions." tags: ["Trade - Property Care", "Role - Admin"] updated: 2026-11-11T04:51:21Z published: 2026-11-11T04:51:21Z canonical: "help.servicetitan.com/set-up-chemical-tracking-in-the-pricebook" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up Chemical Tracking in the Pricebook ## Overview Chemical Tracking extends Pricebook Product Types to capture what technicians log for every regulated chemical application. Creating a Product Type with Chemical Tracking enabled automatically adds attributes for dilution and solution reporting. Add product families and any extra attributes for state or internal requirements. Technicians then see only the fields relevant to their Job. --- --- ### #### Who uses this feature - Administrators - Applies to all business types - Primarily benefits Pest, Lawn, and Pool & Spa trades #### Feature configuration - The *Attribute Based Pricing* permission is required to use this feature. Please contact the account administrator on your team. --- ## Things to know - Creating a Product Type while Chemical Tracking is on automatically adds four required attributes: **Dilution, Lot Number, Solution Applied, and Solution Unit of Measure**. - ServiceTitan preloads the required tracking fields, not the values inside them. Every dropdown attribute starts with an empty option list, so technicians see nothing to select in the Field Mobile App until an administrator adds the actual choices in the Pricebook. - Product Families inherit all attributes from their parent Product Type. - A material must be marked Chemical, and linked to a chemical Product Type and Product Family, before it can carry an EPA Number and active ingredient information. - If a chemical is purchased in one unit but applied in another, for example, purchased by the gallon and applied in ounces per gallon of water, set up a unit of measure conversion so technicians report the dilution in the unit they actually use. - This feature reuses the same Product Types framework built for flat glass, so the setup screens and terms will look familiar if your team has already configured glass product families. --- ## Best practices - Create a broad Product Type first (for example, Pest Chemical) before defining specific families (for example, General Pest Control, Rodents and Wildlife, Termites and WDO). - Populate every dropdown attribute's options before rolling the product type out to the field, an empty list means nothing for the technician to select. - Scope option lists to what the business actually treats or applies, so technicians spend less time scrolling on the job. - Add additional attributes as needed to capture mandatory reporting data for your state or internal SOPs. - Set up unit of measure conversions before technicians start logging applications, so dilution mix ratios are captured in the unit they actually use. --- ## Use cases - A Pest Control administrator creates a Pest Chemical product type, adds a General Pest family, and adds a Target Pest dropdown scoped to Ants, Roaches, Spiders, and Bed Bugs. - A Lawn Care administrator sets up a chemical material purchased in gallons but applied in ounces per gallon of water, so technicians report the mix ratio they actually use. --- ## Step 1: Add the Products Applied component to your Invoice template Do this first so logged chemicals show up on the Invoice: 1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/what-is-the-process-for-finding-the-tenant-number-in-servicetitan-image-rd1aleld.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) **> Document Templates**. 2. Then click **Create Template** to create a new invoice template, or import the invoice template you already use. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(481).png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) - If you create a new template, add the **Template Name** and template **Type** > Check the box to set the default type > And click **Confirm**. > [!NOTE] > **Note**: Make sure **Set as type default** is selected for the invoice template that has the Products Applied component. Products Applied is what pulls logged chemicals onto the invoice, and invoices only use a custom template when it's the default for its type. If you don't have a default invoice template, invoices use the standard ServiceTitan layout, which doesn't include the component, so your logged chemicals won't show up. 3. Add the template details at the top (optional). 4. In the template editor, go to the **Content** panel on the right. Scroll all the way to the bottom of the list, then drag **Products Applied** into the Template Design area. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(483).png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) > [!NOTE] > **Note**: The preview in the template editor is sample content. On a real invoice, the component shows the attributes you set up on the product family. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(482).png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 5. When you’re done, click **Save and Publish**. > [!NOTE] > **Note**: Most businesses share compliance info with their customers on the invoice, so that’s the best place to start. If your customer’s invoice goes to someone who isn’t on site (for example, a commercial property with a separate billing contact), you can also add Products Applied to a work order template. ## Step 2: Create a chemical product type Define the high-level category for your chemical products so the required tracking attributes are added automatically: 1. Go to the navigation bar and click **Pricebook > Product Types**. 2. On the *Product Types* screen, click **+ Add Chemical Product Type**.![Screenshot of the Product Types page showing a search field, status filter, two product type cards labeled Chemical and Lawn Chemicals, and a blue + Add Chemical Product Type button with a hand cursor pointing to it](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0003_img_01.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 3. Enter a name for the product type (for example, Pest Chemical) and save it. 4. Because Chemical Tracking is enabled on the account, ServiceTitan automatically adds four required attributes: **Dilution, Lot Number, Solution Applied, and Solution Unit of Measure**, to the new product type. ![Screenshot of a product type details area showing the product type Pest Chemical with the attribute chips Dilution, Lot Number, Solution Applied, and Solution Unit of Measure highlighted and a success notification about the product type creation](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0003_img_02.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) > [!NOTE] > **Note:** These four attributes enable lot tracking if desired and support the automatic dilution mix ratio calculation for chemical quantity reporting. Add additional attributes required for your specific chemical reporting needs on a product family instead of here. 5. Create the specific categories technicians will select on the job, and add any attributes beyond the required four: 1. On the product type's screen, click **+ Add Product Family** and enter a name (for example, General Pest Control or Termites and WDO). Repeat for each family you need. ![Product type screen showing two panels labeled Product Families and Attributes, with a blue + Add Product Family button in the Product Families panel and a cursor hand icon clicking the button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0004_img_01.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 2. Select a family to review its inherited **Attributes**. ![Product family screen titled Pest Chemical showing a left column list of Product Families (e.g., Exterior, Interior), a middle Attributes column listing Optional Attributes such as Solution Applied, Solution Unit of Measure, Dilution, Lot Number, and a right Options panel that is empty.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0004_img_02.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 3. To add a family-specific detail, click **+ Add entry** under *Attributes*, enter the attribute name, and choose a **Display type:** *Dropdown, Numeric, or Free Text >* Then click the **checkmark** to save. 1. If you choose *Dropdown*, click **+ Add entry** under *Options* and enter each choice you want technicians to see (for example, Ants, Roaches, Spiders, Bed Bugs). ![Screenshot of a web app titled Pest Chemical showing three columns labeled Product Families, Attributes, and Options; the Attributes column lists Optional Attributes with checkboxes (Solution Applied, Target Pest, Solution Unit of Measure, Dilution, Lot Number) and a right-side Options column with an editable option being typed (Ants) and a pointer/cursor icon](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0005_img_01.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) > [!TIP] > **Tip:** This list is empty by default. Nothing appears for the technician to select until you add these options yourself. 4. Repeat steps for any other attribute you want (for example, a Treatment Area dropdown with Upstairs and Downstairs), and for each additional family. 5. Drag and drop attributes into the order you want them to appear on the field workflow. 6. When finished, click **Save**. #### Import, export, or duplicate a product type Product Types, including chemical ones, support the same import, export, and duplicate actions as any other Pricebook Product Type. Use this to move a setup between tenants or back up a configuration: 1. Go to **Pricebook > Product Types**. 2. To export a setup, find the product type, click the **Actions** menu, then click **Export**. This downloads the product type - including its families, attributes, and options - as a JSON file. ![Product Types screen showing a selected product card labeled Chemical Product 1 with the Actions menu open and the Export option visible.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0009_img_01.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 3. To bring that setup into another tenant, or reuse it in the same one, click **Import** at the top of the *Product Types* screen, choose the JSON file, and click **Import**. ![Product Types screen with the Import button at the top and an Import Product Type dialog open prompting to choose a JSON file.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0009_img_02.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) > [!NOTE] > **Note:** Importing a product type always creates a **new** product type. It does not update or overwrite an existing one, even if the imported file has the same name. If the name already exists, ServiceTitan appends a number (for example, "Pest Chemical (2)"). 4. If you click into an existing product type, its **Actions** dropdown also offers **Import from Template, Export as Template, Duplicate,** and **Deactivate / Activate**. ## Step 3: Link a chemical material to a product type Connect the actual chemicals your business stocks and applies to the product type and family you set up: 1. Go to **Pricebook > Materials** and add a new material, or edit an existing one. 2. On the **Details** tab, select the **Product Type** and **Product Family** you created (for example, Pest Chemical > General Pest Control).![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(531).png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 3. Set the material's purchasing **Unit of Measure** (for example, Gal).![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(532).png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 4. Select the **Chemical** checkbox. This adds the **EPA Number** and **Active ingredient(s)** fields. 5. Enter the material's EPA Number and active ingredient(s). ![Screenshot of an Add a Material form. The form header shows Add a Material with an Active toggle and a View in Mobile link. Tabs visible include Details, Inventory Settings, Custom Payroll Fields, and Configurable Material. Visible fields and labels include Product Type, Product Family, Unit of Measure (example shows Gal), a checked Chemical checkbox, an EPA Number input with a sample value 3373-44747 and a pointing-hand cursor, and an Active ingredient(s) text area. Several checkboxes are partially visible such as Taxable, Deduct as job cost, Allow Discounts Codes, Allow Membership Discounts, and Exclude from Pricebook Wizard. The screenshot is framed inside a page-like box.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0006_img_01.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 6. Click **Save**. ## Step 4: Set up a unit of measure conversion for dilution reporting Set this up when a chemical is purchased in one unit but applied in another, for example, purchased by the gallon and applied in ounces per gallon of water: 1. From the material, go to *Inventory Settings* and open the **Unit of Measure**. 2. In the setup wizard, confirm the *Define Current Unit of Measurement* step. This shows the item name and its current purchasing unit (for example, *Gal*). 1. Under *Define New Base Unit of Measure*, select **Set a new base unit of measurement** and enter the conversion (for example, 1 Gal = 64 Oz). ![Screenshot of Unit of Measure Setup dialog showing Define Current Unit of Measurement (item name Pest Spray, current unit Gal) and the Define New Base Unit of Measure section with radio options including Set a new base unit of measurement, fields showing QTY 1 Gal = 0.00 and an input for the new unit; includes Next and Cancel buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0008_img_01.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) 2. If the item already has stock or transaction history, ServiceTitan converts it to the new base unit automatically. Select a Business Unit for the adjustment export, then continue through the review step and click **Activate**. 3. Once activated, the material's *Base Unit of Measure* reflects the new unit (for example, Oz). ![Screenshot of the Unit of Measure page showing Unit of Measure Active header, a table row for Pest Spray with Base Unit of Measure Oz, and a small notification toast Converting transactions to use new sku / Transactions converted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/kb-draft---set-up-chemical-tracking-in-the-pricebook_page_0008_img_02.png?sv=2026-02-06&spr=https&st=2026-11-12T16%3A31%3A57Z&se=2026-11-12T17%3A31%3A57Z&sr=c&sp=r&sig=Vobu1OIf3D5i5gYaCGaqgTtMOZ7CF2VLBrpzk%2BB3YHY%3D) > [!NOTE] > **Note:** Whatever number a technician enters for dilution in the field is reported in this base unit, per unit of the mixed solution. --- ## Want to learn more? - See [Chemical Tracking Overview](/v1/docs/chemical-tracking-overview). - See [Chemical compliance and recordkeeping](/v1/docs/chemical-compliance-and-recordkeeping). - See [Log a chemical application in the ServiceTitan Field Mobile App](/v1/docs/log-a-chemical-application-in-the-servicetitan-field-mobile-app). - See [Pricebook Home](/v1/docs/pricebook). ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field. **What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments. **Also called:** Field app, Tech app **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) An internal division within ServiceTitan used to segment work, reporting, and accounting — for example, “Resi HVAC” vs. “Commercial Plumbing.” **What it does:** Lets multi-trade or multi-division businesses track performance, capacity, and financials separately per division. **Where to find it:** Settings › Business Units. **Also called:** Trade division, Service line, BU **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/add-and-edit-a-trade-or-division) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ## Related - [Chemical Tracking Overview](/chemical-tracking-overview.md)