Add materials to your pricebookLast updated on 04/14/2023

• 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

  • Intacct Item GL Group for Intacct Integration

• Resize and sort columns as needed.

1. Go to the navigation bar and click Pricebook.

2. In the side menu, click Materials. The Materials screen opens. Tips:

   • Click Mobile View to preview how items appear in ServiceTitan Mobile.

   • Collapse the Pricebook side menu for more screen area to view the materials table.

3. Click + Add Material. The Add a Material screen opens.

4. Add the relevant material details in the Details, Commission, and Inventory Settings tabs as needed. Note: For field descriptions, see Add material details, Add material commission information, and Add inventory settings.

5. When you’re finished entering information on all tabs, click Save. If you want to add another item, click Save and add another to save and add your next item.

Add material details

On the Material Details tab, enter basic material information as needed.

Note: The material is activated in your pricebook by default. To deactivate the material, turn off the Active toggle.

• Code: Material or part code. Note: Use a unique code for each item in your pricebook.

• Name: Name of the material as it appears on customer estimates and invoices. Note: Do not use a colon (:) in the name.

• Description: Description of the material item as it appears on customer estimates and invoices. Use the style toolbar to format text.

• Price: Standard price of the material item.

• Member Price: Price that members are charged when this material item is sold. If this field is $0.00, the standard price applies. If a customer's membership includes discounts, the customer is charged either the discounted price or the member price, whichever is lower.

• Add On Price: Price charged if the material item is sold as an add-on. If this field is $0.00, the standard price applies. Note: When adding this material to an invoice or estimate, be sure to indicate that it’s an add-on to apply the add-on price.

• Member Add On Price: Price that members are charged when this material item is sold as an add-on. If this field is $0.00, the standard add-on price applies.

• Hours: Sold/billable hours for this item.

• General Ledger Account: General ledger account name that this material item is tied to. For more, see Set up general ledger accounts. Note: Use the account name, not the account code or account number.

• Categories: Categories this material item is grouped under in your pricebook.

• Unit of Measure: Unit of measure for the material.

• Taxable: Select if the item is taxable.

• Deduct as job cost: Select to deduct the cost of this material item from the technician’s base commission.

• Allow discount codes: Select if the item is eligible to be included in percentage-based discounts calculated by the field.

• Allow membership discounts: Select this field if the item is eligible for discounts provided by membership types.

• Exclude from Pricebook Wizard: Select if you don’t want the Price Setup Wizard to change pricing for this item, even if you have selected that item’s category when running the wizard to set prices.

• Images: Upload images to your pricebook, which are viewable in ServiceTitan Mobile. For more, see Add images and video to your pricebook.

• Videos: Upload YouTube videos to your pricebook, which are viewable in ServiceTitan Mobile. For more, see Add images and video to your pricebook.

• Conversion Tags: Select tags if you want to track the sale of this specific item in your reporting. For more information, see Create conversion opportunity tags.

• 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 material from. You can have multiple active vendors for the same material but you can only have one primary vendor. Input each active vendor’s specific part number and cost. For more, see Set up vendor list and primary vendor for pricebook items.

Add material commission information

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 material. Bonuses and commissions are prorated depending on the technician split. For more, see Enter technician commission, job splits, and spiffs for a job or project.

Note:You need to update your account configuration to use this feature, please contact Technical Support for details.

On the Material Commission tab, enter bonus and commission details as needed.

• $ Bonus: Flat rate spiff/bonus paid out to technicians on the job invoice. Note:When you run the Payroll (Detail) Report, this amount appears in the Bonus section.

• % Bonus:Percentage of the item price paid to technicians on the job invoice. Note:When you run the Payroll (Detail) Report, this percentage appears in the Bonus section.

• Pays Commission: When selected, the system pays a commission to the technician's on-the-job invoice based on the Commission Rate set in the technician’s payroll settings in   Settings > People >Technicians. See Enter technician commission, job splits, and spiffs for a job or project.

• Pay tech-specific bonus: Bonus paid to the technicians on the job invoice based on the Default Adjustment Rate set in the technician’s payroll settings in  Settings > People > Technicians.

Add inventory settings

If your account is configured to use this feature, see Identify and serialize inventory.

• Visit ServiceTitan Academy and enroll in Pricebook Basics

• See Edit pricebook items