Service Titan Knowledge Base

Add discounts and feesLast updated on 11/28/2022

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

Things to know

  • Technicians and CSRs can access discounts or fees through the Pricebook from the categories 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.

  • 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 or fee

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

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

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

  4. Add a Discount or Fee opens. From the dropdown next to Type, select Discount or Fee.

Note: Depending on the type you select, the fields and information you enter will be different.

Define a Discount Limit

  1. For the Discount Type, select Percentage.

  2. Enter the percentage amount for the discount.

  3. For the Discount Limit, enter the limit as a dollar amount.

  4. When you’re done, click Save.

Charge tax on a fee

  1. For the Fee Type, enter a percentage or a fixed amount then select Charge Tax on Fee. Note: If Charge Tax on Fee is activated, the calculation formula is the following: Fee Amount * Tax.

  2. 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.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.