Customize pricebook views for techniciansLast updated on 03/31/2022
You can control which pricebook categories your technicians see in ServiceTitan Mobile. For example, you can filter out plumbing categories for your HVAC technicians so they only see HVAC items. This makes building estimates easier.
Things to know
Before you start, make sure that you have set up pricebook categories.
Assign pricebook categories to technicians
You can assign business units to a pricebook category, so technicians assigned to the same business units see a filtered view of categories when they’re in the field. For additional control, you can assign categories to an individual technician. On ServiceTitan Mobile, they’ll see a filtered view of their pricebook based on these settings.
Go to the navigation bar and click Settings then search for Technicians.
Click Add to create a new technician profile, or Edit to add pricebook categories for an existing technician.
Use the Pricebook Categories drop-down to select the categories you want to add.
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.