What is the process for hiding material costs from customer-facing invoices in ServiceTitan, including for technicians using ServiceTitan Mobile?

Problem

When adding materials to invoices, the cost to the business shows instead of the customer price. This issue affects both office-generated invoices and those shown to customers by technicians via the mobile app.

Solution

By following the steps below, you can ensure that material costs are hidden from office employees and technicians, maintaining the confidentiality of your cost prices.

For office-generated invoices

Chargeable material prices will always show on customer-facing invoices because it's something the customer needs to pay for. Non-chargeable materials don't show on customer-facing invoices, however, office employees can see both chargeable and non-chargeable materials when viewing invoices in ServiceTitan.

To hide material costs from employees:

1. Go to Settings > People > Employees.

2. Find the office employee you want to edit and click Edit > Permissions.

3. Find and deselect the following permissions        

   1. Show cost details

   2. View job costing

4. Click Save Changes.

For technicians using the mobile app

To hide material costs from technicians:

1. Go to Settings > People > Technicians.

2. Find the technician you want to edit and click Edit > Permissions.

3. Find and deselect the View material costs permission.

4. Click Save Changes.

5. Ask the technician to refresh ServiceTitan Mobile. They should click Sync icon and download the pricebook again.