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

• To add services 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.

• 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

• Enter service details only for the fields that are relevant to your workflows.

• Resize and sort columns as needed.

1. Go to the navigation bar and click Pricebook. The Services screen opens.

2. Click +Add Service. Tips:

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

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

     The Add a Service screen opens.

3. Add the relevant service details in the Commission Details, Materials, and Equipment tabs as needed. Note: For field descriptions, see Add service details, Add commission details, Add materials to the service, and Add equipment to the service. The Workflow tab is used primarily for memberships or to attach tags with services.

4. 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 service details

On the Service Details tab, enter basic service information as needed.

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

• Code: Unique identifier entered to add the service item to estimates and invoices. This field is required. Note: In ServiceTitan you must map all your Pricebook items to QuickBooks, and as the number of characters for the item codes created in Quickbooks is limited to 31, we recommend keeping the code characters limit for items created in Pricebook to 31.

• Name: Name of the service item as it appears on estimates and invoices. Note: Do not use colons (:) in the item name.

• Item Description: Description of the service that appears on estimates and invoices. Tip: Use the toolbar to stylize and format text.

• Warranty Description: Details of any warranty included with the service.

• Taxable: Select if the service item is subject to sales tax.

• 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.

• Labor service: Select to use for client-specific pricing.

• Exclude from Pricebook Wizard: Select if you do not want to use the Price Setup Wizard to set prices for the service item.

• Price Rule: Price rule assigned to the service item.

• Dynamic Price: Base price calculated by applying the Price Rule.

• Use Static Prices: Select to use static prices for the service.

• Static Price: Standard price for the service item.

• Static Member Price: Discounted price for customers with active memberships. If this field is $0.00, the standard price applies.

• Static 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.

• Static 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 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.

• General Ledger Account: If your account is configured for general ledger accounts, the name of the income GL account is credited for the sale of the service item.

• Categories: Select the categories you want the service item to appear in your pricebook.

• Upgrades: Enter upgrade options to display when the service item is added to an estimate or invoice. 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 service items to attach as add-ons. Technicians are prompted to suggest recommendations when the item is added to an estimate or invoice.

• Images/Videos and Assets: Upload images, MP4 video files, and PDF assets, such as product brochures, warranty certificates, dimensional drawings, and other PDF documents 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.

• Videos: Add YouTube links to videos that technicians can show customers. Note: If you don’t have a unique video, you can set a default video to play for all items without a video within a specific category.

• Conversion Tags: Add conversion opportunity tags to track item sales. When the item is added to an invoice on a conversion opportunity job, the opportunity is considered converted. You can include Conversion Tags as a column in custom reports based on the Invoice Items and Invoice Items by Technician report templates.

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 service. Bonuses and commissions are prorated depending on the technician split. For more, see Entering 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 Service Commission tab, enter bonus and commission details as needed.

• $ Bonus: Flat dollar amount paid to technicians on the job invoice.

• % Bonus: Percentage of the item price paid to technicians on the job invoice.

• Pay tech-specific bonus: Bonus paid to the technicians on the job invoice based on the rate set in Settings > People > Technicians > Payroll >  Default Adjustment Rate. Note: Account configuration is required to use this feature. Please contact Technical Support for details.

• Pays Commission: When selected, the system pays a commission to the technicians on the job invoice based on the rate set in Settings > People > Technicians > Payroll > Commission Rate.

Link materials to the service

In the Service Materials tab, add material used with the service. When you add the service to an invoice or estimate, all linked material costs are also added. Note: Material costs are not automatically added to the service price but are used to calculate prices in the Price Setup Wizard.

To link materials to the service:

1. Expand the categories or use the search bar to find the desired material. Tip: You can search by name, code, or description.

2. Select an item to add to the materials list.

3. Adjust the Qty if needed. Tip: To remove an item, click Minus .

4. When you're done entering information on all the Service tabs, click Save.

Add equipment to the service

In the Service Equipment tab, add equipment items used with the service.

Note: Equipment costs are not automatically added to the service price but are used to calculate prices in the Price Setup Wizard. When you add the service to an invoice or estimate, the linked equipment displays on a separate line item with its cost.

To add equipment to a service:

1. Expand the categories or use the search bar to find the desired equipment. Tip: You can search by name, code, or description.

2. Select an item to add to the equipment list.

3. Adjust the Qty if needed. Tip: Click Minus to remove the item.

4. If you're finished entering information on all the tabs, click Save.

5. When you’re finished adding a service item, click Save. If you want to add another item, click Save and add another to save and add your next item.

• Visit ServiceTitan Academy to enroll in Pricebook Basics

• See Edit pricebook items