Apply client-specific pricing rate sheets on an invoice or estimateLast updated on 03/22/2022

• To use client-specific pricing, office employees and technicians must have certain permissions enabled. You can set permissions by role or you can set permissions for an individual employee or technician.

For technicians working a rate sheet job, follow these steps:

1. While working the job, build your invoice:

   • Add dispatch fees as needed.

   • Add service, material, and equipment items.

   • Add purchase orders (POs) as needed. Note: Do not manually add labor items to the invoice. Labor is added automatically when the office calculates the invoice.

2. When you complete the job, notify the office that the invoice is ready for review.

After a completed job, a technician notifies the office that the job invoice is ready for review. To review an invoice:

1. Open the job invoice and review all tasks, material items, equipment items, and POs. Edit any items or quantities as needed.

   Note: Don’t add labor items. They’re added automatically when you calculate the invoice.

2. Open a new tab in your browser and go to the job record.

3. Click the Job Actions dropdown and select Timesheets.

4. Review the job timesheets and make any necessary adjustments.

5. If all looks good, send the invoice to the billing customer. Note: To print or email invoices, see Multiple print options for Customer-specific pricing.

Build estimates

For technicians building estimates, the process is similar to adding items to an invoice, except you include labor item estimates.

Note: Follow these same steps when building estimates from the office.

To build an estimate in ServiceTitan Mobile:

1. Add material, equipment, and service items to the estimate. For details, see Build and sell estimates in ServiceTitan Mobile.

2. Add the labor service items from your pricebook to the estimate based on the technicians required to work the job. Enter a labor service item only once even if the job requires multiple technicians working under the same labor item.

3. On the estimate, enter the estimated number of hours for each labor item in the Quantity field. If the job requires multiple technicians working under the same labor item, enter the total estimated hours of those technicians.

4. When you’re done adding estimate items, tap Calculate.

5. In the pop-up, tap Calculate to confirm.

6. Present the estimate to the customer to review and purchase.

7. After you sell the estimate, select whether you want to perform this work Now or Later:

• If you select Now, all estimate items move to the current invoice.

• If you select Later, the estimate items move to the job invoice when the office books the follow-up job.

Important note: Do not tap Calculate on the invoice because the signed estimate is considered a contract and recalculating the invoice could violate the terms of the estimate. If you do recalculate the invoice:

• Material, service, and equipment item prices update using the most recent rate sheet values.

• Labor item quantities update based on technician timesheets. Note: If a labor item from the estimate does not correspond to a labor type on a technician’s timesheet, that item is removed from the invoice. For example, if you include apprentice labor on a sold estimate and you tap Calculate on the invoice, that item is removed from the invoice if there is no apprentice labor type on any of the technician’s timesheets.

• See Set up unique prices with client-specific pricing

• See Apply client-specific pricing rate sheets on an invoice or estimate