Service Titan Knowledge Base

Bulk edit pricebook itemsLast updated on 03/23/2022

You can edit multiple items at the same time in a pricebook table, making pricebook management more efficient. You can bulk edit, images, prices, descriptions, sold hours, and more.


Things to know

  • Bulk editing is not available for all columns in a pricebook table.

  • You can also make bulk changes to your pricebook with the Pricebook Excel template.


Edit pricebook items in bulk

  1. Go to the navigation bar and click Pricebook.

  2. In the side menu, click Services, Materials, or Equipment, depending on the pricebook items you want to edit. The appropriate screen opens.

  3. Browse the table or use the search field to find the items you want to bulk edit. You can search by item code, name, or description. Tip: To filter the list of items, click Filters. You can filter based on category, sold hours, price, and other details. After setting your filters, click Apply.

  4. Switch the toggle to Edit Mode. 

  5. Select the items you want to edit. The number of selections displays at the bottom of the screen. Tip: Click the checkbox at the top of the table to select all items displayed as shown below.

  6. Click the field you want to bulk edit. An Editing pop-up opens. Note: If you don’t see the column you want to bulk edit, you can customize item table columns.

  7. On the Editing pop-up, make bulk edits as needed to the selected pricebook items, and save your changes by clicking the appropriate button. The pop-up varies depending on the column.

    • To add or remove images and videos:

      • Click Add Images or Add Links.

      • Click Remove All to remove all existing images or video links.

    • To add text before or after names or codes:

      • Click Prepend and enter the before text in the All selections with field. You can see what it will look like in Preview.

      • Click Append and enter the after text in the All selections with field. You can see what it will look like in Preview.

    • To add or remove categories, upgrades, or recommendations:

      • Click Add and then click the All selections to dropdown. Select the items that you want to add. Use the search field to filter the list. Tip: Click the dropdown collapse icon to close the list.

      • Click Remove All and then click Remove to remove all categories from the selected pricebook items.

    • To replace text or add text before or after descriptions:

      • Click Replace and enter the replacement text for the descriptions.

      • Click Prepend and enter the text to display before the current description.

      • Click Append and enter the text to display after the current description.

    • To change the primary vendor or activate a replenishment vendor for material and equipment items:

      • Select a new primary vendor.

      • Select a replenishment vendor to activate.

        Note: This feature requires account configuration.

    • To set, increase, or decrease sold hours:

      • Click Set to set all selections to the same number of sold hours.

      • Click Increase or Decrease to increase or decrease all selections by the same number of sold hours.

    • To set prices or increase or decrease prices by a flat amount or percentage rate:

      • Click Set to set all selections to the same dollar amount.

      • Click Increase or Decrease to increase or decrease all selections by the same flat dollar amount or percentage.

    • To round prices to a flat dollar amount, select Round to nearest dollar. For example, if an item is priced at $55.48, the price rounds down to $55.00. If an item is priced at $55.54, the price rounds up to $56.00. 

    • To set all selections to the same Income Account (for QuickBooks Desktop), Intacct Item GL Group (for Intacct Integration), or General Ledger Account (for QuickBooks Online):

      • Select one of the available accounts.

    • To add or remove Taxable, click Select All or Deselect All.

    • To link or unlink materials and equipment to services, see bulk link or unlink items to services.


Bulk activate and deactivate pricebook items

You can activate and deactivate multiple pricebook items one at a time.

Note: Deactivated items are not available in your mobile pricebook so they cannot be added to invoices or purchase orders. Historic reporting is not affected. To bulk activate or deactivate pricebook items:

  1. Go to the navigation bar and click Pricebook.

  2. In the side menu, click Services, Materials, or Equipment, depending on the pricebook items you want to activate or deactivate. The appropriate screen opens.

  3. Browse the table or use the search field to find the items you want to activate or deactivate. You can search by item code, name, or description. Tip: Click Filters to open the Filters screen. After setting the filters, click Apply.

  4. Switch the toggle to Edit Mode.

  5. Select the items you want to activate or deactivate. The number of selections displays at the bottom of the screen. Tip: Click the checkbox at the top of the table to select all items displayed.

  6. Click Activate or Deactivate at the bottom of the screen.

  7. In the confirmation pop-up, click Deactivate or Activate to confirm the action.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.