Service Titan Knowledge Base

Add discounts and feesLast updated on 04/12/2022

You can add a discount and fee to define the discount limit amount and charge tax on the fee.

Things to know

  • Technicians and CSRs can access discounts or fees through the Pricebook from the category they have defined.

  • Discounts apply to the pretax amount of the invoice. For example, if you add a 20% discount to $1,000 (not including tax), the invoice will reduce the price to $800 plus tax. Assuming the tax is 10%, this invoice will be $880. If you add a 7% fee to $1,000 (including tax), the invoice will increase the price to $1,070.

  • Fees apply to the after-tax amount.

  • Be sure to follow all the workflows in this article to account for adding a discount and fee, defining a discount limit, and changing tax on a fee to get the similar results as the example above.

Add discount and fee

  1. In ServiceTitan, go to the navigation bar and click Pricebook.

  2. In the side menu, click Discounts & Fees.

  3. In Discounts & Fees, click Add Discount or Fee.

  4. In the Add a Discount or Fee screen, select Discount or Fee from the Type field. Note: Depending on the type you select, the fields and information you enter will be different.

  5. When you are done, click Save.

Define a Discount Limit

  1. In the Add a Discount or Fee screen, click the Type field and select Discount.

  2. For the Discount Type, select Percentage.

  3. In the Discount Limit field, enter the limit amount as a percentage.

  4. When you’re done, click Save.

Charge tax on a fee

  1. In the Add a Discount or Fee screen, select Fee from the Type field.

  2. In the Fee Type, select the Charge Tax on Fee option. Note: If Charge Tax on Fee is activated, the calculation formula is the following: Fee Amount * Tax.

  3. When you’re done, click Save.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.