Add equipment to your pricebookLast updated on 11/28/2022
Adding equipment to your pricebook helps sell large ticket items and track installed items for replacement opportunities. You can configure equipment items to include warranty and commission details as well as images, which help technicians navigate your pricebook efficiently.
Things to know
To add equipment in bulk, add items with the Pricebook Excel template. This is the best option if you are importing your pricebook for the first time or if you need to make mass changes to your pricebook.
Add equipment items individually if you need to make simple updates or if you need to add a limited number of equipment items.
The GL Account field for pricebook items changes based on your activated accounting feature—General Ledger Account (for QuickBooks Online), Income Account (for QuickBooks Desktop), or Intacct Item GL Group (for Intacct Integration).
Go to the navigation bar and click Pricebook.
In the side menu, click Equipment. The Equipment screen opens.
Tip: Click Mobile View to preview how items appear in ServiceTitan Mobile.
Click Add and select Equipment. Add an Equipment opens.
Add relevant equipment details in each tab as needed.
When you’re finished entering information on all tabs, click Save. If you want to add another item, click Save and add another, instead.
Add equipment details
In the Details tab, enter basic equipment information as needed.
Note: The equipment is activated in your pricebook by default. To deactivate the equipment, turn off the Active toggle.
Code: Unique pricebook code for the item.
Name: Name of the equipment item.
Type: Select the equipment type from the dropdown.
Capacity Level: Select the capacity level from the dropdown. Note: If the type you’ve selected has a capacity level, it will be automatically displayed. Otherwise, the field is disabled.
Tags: When the equipment item is installed, these tags appear with the service location record.
Description: A description of the equipment item. Tip: Use the toolbar to stylize and format text.
Brand: Equipment brand. Note: Use this field for manufacturers or suppliers who offer multiple brands.
Manufacturer: Equipment manufacturer.
Model: Model number of the equipment item.
Cost: The cost of this piece of equipment (could include shipping and storage costs).
Price: Standard price for the equipment item.
Member Price: Discounted price for customers with active memberships. If this field is $0.00, the standard price applies. Note: If a customer’s membership includes a discount, the discount is applied to the standard price. If the membership discounted price and the member price are different, the lesser price is used on the invoice or estimate.
Add On Price: Price if this item is attached as an add on to another service item. If this field is $0.00, the standard price applies.
Member Add On Price: Discounted price if this item is attached as an add on to another service item for customers with active memberships. If this field is $0.00, the standard add on price applies.
Hours: Estimated time to complete the service, also known as sold hours or billable hours. The Price Setup Wizard uses this value to calculate labor prices.
Cross Sale Group: Assign similar service items to the same cross sale group to compare sales performance. For example, create a cross sale group to track all compressor installations. You can include Cross Sale Group as a column in custom reports based on the Invoice Items and Invoice Items by Technician report templates.
Dimensions (HxWxD): The dimensions of the equipment item.
General Ledger Account: If your account is configured for general ledger (GL) accounts, the name of the income GL account credited for the sale of the equipment item.
Categories: The categories where the equipment item appears in your pricebook.
Upgrades: Enter upgrade options to display every time a technician adds this equipment item to an invoice or estimate. This is an easy way to help your technicians upsell to customers. You can search by name or code. Note: In ServiceTitan Mobile, the viewed item is labeled Good and the upgrades are labeled Better and Best from lowest to highest price. Any items priced between Better and Best are labeled Even Better.
Recommendations: Related equipment items to attach as add-ons. Technicians are prompted to suggest the recommendations when this equipment is added to an estimate or invoice.
Unit of Measure: If the equipment item is measurable, the unit of measure.
Taxable: Select if the item is taxable.
Exclude from Pricebook Wizard: Select to if you do not want to price the equipment item with the Price Setup Wizard.
Images/Videos and Assets: Upload image, PDF, and MP4 files, such as product brochures, warranty certificates, dimensional drawings, and instructional videos that may help your technicians when presenting estimates. Note: If you don’t have a unique image, you can set a default image to display for all items without an image within a specific category or subcategory.
Videos: Add YouTube links to videos that technicians can show customers.
Replenishment vendor section: Click Show/Hide Inactive Vendors to see a list of replenishment vendors that have been set up in Vendor Settings. You can add any vendors that you typically source this equipment from. You can have multiple active vendors for the same piece of equipment but you can only have one primary vendor. Input each active vendor’s specific part number and cost. For more information, see Set up vendor list and primary vendor for pricebook items. Note: This feature requires account configuration. Please contact Technical Support for details.
Add commission details
If your account is configured to use this feature, you can set bonuses and commissions to be paid to technicians who work on jobs that include this equipment. Bonuses and commissions are prorated depending on the technician split. For more information, see Entering technician commission, job splits, and spiffs for a job or project.
Note: To update your account configuration to use this feature, please contact Technical Support for details.
In the Commission tab, enter bonus and commission details as needed.
$ Bonus: Flat dollar amount paid to technicians on the job invoice. This amount is distributed according to technician splits. Also known as a spiff or SKU bonus.
% Bonus: Percentage of the item price paid to technicians on the job invoice. This amount is distributed according to technician splits. Also known as a spiff or SKU bonus.
Pays Commission: Pays commission for the sale of the item. This is paid to the individual assigned Sold by credit on the job invoice based on their commission rate.
Pay tech-specific bonus: Pays a bonus to the technicians on the job invoice based on the rate set at Settings > People > Technicians > Payroll > Default Adjustment Rate. Note: Account configuration is required to use this feature. Please contact Technical Support for details.
Add inventory settings
If your account is configured to use this feature, see Identify and serialize inventory.
Add materials to the equipment
In the Materials tab, add materials used with the equipment installation.
Note: Material costs are not automatically added to the equipment price. When you add the equipment to an invoice or estimate, the linked materials and their cost display on a separate line item.
To add material to the equipment item:
Expand the categories or use the search bar to find the desired material. Tip: You can search by name, code, or description.
Select an item to add it to the materials list.
Adjust the Qty if needed. Click minus next to an item to remove it.
When you're done entering information on all the Equipment tabs, click Save.
Add a manufacturer warranty to the equipment
In the Manufacturer warranty tab, add a manufacturer warranty to the equipment.
Duration: Length of the warranty in years
Description: Description of the warranty
Add a service provider warranty to the equipment
In the Service provider warranty tab, add a service provider warranty to the equipment.
Duration: Length of the warranty in years.
Description: Description of the warranty.
To attach forms when equipment items are added to an estimate or invoice, add a trigger to a form.
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.