Set up ServiceTitan Pricebook ProLast updated on 04/14/2023

Pricebook Pro items are separated into categories and subcategories. When you download an item, the same category structure maps over to your pricebook. For more, see Set up and manage Pricebook categories and subcategories.

Note: Material items are not browsable. When you download a service item, any linked material items are automatically downloaded to your pricebook.

1. Go to the navigation bar and click Pricebook.

2. From the side menu, click Catalogs.

3. Click ServiceTitan Pricebook Pro.

4. Select the items you want to add to your pricebook:

   1. Click an item to select it. A checkmark displays selected items.

   2. Hover over a category and click the checkmark in the upper left corner to select all items in that category. Note: When some—but not all—items within a category are selected, the partially-selected icon appears in the left corner.

   3. Click Select All to select all items or categories displayed.

5. The total number of selected items is displayed at the bottom of the screen. Tip: If you browse to a different category, any selected items remain selected. Click Clear All Selections to start over.

6. When you’re done, click Add to Pricebook.

After the items are added to your pricebook, you receive a notification at the top of the window.

ServiceTitan Pricebook Pro services include sold hours and material costs, which are used to set prices. Before setting prices, review these values to ensure that they match your business’ sold hours and material costs for each added service. You can also add commission and tax details.

You can review service items in ServiceTitan or if you need to manage a large number of services, you can export your pricebook and review it in a spreadsheet.

Review your services

Use this option to review your services and customize your pricebook:

1. Go to the navigation bar and click Pricebook.

2. From the side menu, click Services. The item table opens.

3. Click Filters.

4. Select the ServiceTitan Pricebook category to narrow down all items that were added for you.

If you can’t find the service, search the catalog and add additional items.

1. In the side menu, click Catalogs.

2. Select ServiceTitan Pricebook.

3. Search for the item.

4. Add the item to your pricebook.

For more, see Add catalog items to your pricebook with Pricebook Connect.

Review service items individually

Use this option to review and edit individual service items:

1. Go to the navigation bar and click Pricebook.

2. In the side menu, click Services. The item table opens.

3. Review the service details and make necessary changes:

   1. In the Details tab, review the Hours field, which contains the sold hours for the service. Update the sold hours as needed.

   2. If the service is taxable, select Taxable.

   3. In the Commission tab, enter any commission or bonus details for the service. For more, see the Add commission details section of the Add services to your pricebook.

   4. In the Materials tab, review the material items attached to the service and make the necessary changes:

      1. Adjust the quantity of an item in the Qty field.

      2. Attach additional materials Note: To change the price of a material item, go to the Materials tab and update the item.

   5. If you made edits to the service, click Save.

Review service items in bulk

Use this option to review and edit several items at once in a spreadsheet and then import the changes:

1. Export your pricebook to your computer as an XLSX file.

2. Open the exported XLSX file in a spreadsheet application.

3. Review service details and make necessary changes:

   1. In the XLSX file, click the Services tab and review the Hours column, which contains the sold hours for service items. Update the sold hours as needed.

   2. If the service is taxable, enter 1 in the Taxable column.

   3. Enter any commission or bonus details in the PaysCommission, PayTechSpecificBonus, $ Bonus, and % Bonus columns in the Services tab. For more, see the Add commission details section of the Add services to your pricebook.

   4. Click the ServiceMaterialsLink tab and search by the code of the service you’re reviewing in the Service.Code column. Every entry for that service is an attached material item.

   5. Review these material items and item quantities and make necessary revisions.

   6. Click the Materials tab and review the Cost column for material items and make necessary revisions.

4. To keep any changes, save the XLSX file and import it back into ServiceTitan.

After you add Pricebook Pro service items to your pricebook, you can set material mark-up rates and prices for multiple items at once. For more, see Review prices calculated with Dynamic Pricing.

If you have a general ledger account, you can map Pricebook Pro service items to it:

• Map items in QuickBooks Desktop

• Map pricebook items in QuickBooks Online

• Map pricebook items to Item GL Groups in Intacct

Note: To add Pricebook Pro materials to your accounting software, contact your implementation or success manager.

Pricebook Pro frequently releases new categories, services, and materials for you to download. In addition, improvements to existing items are continuously added.

• Add Pricebook Pro items with Pricebook Connect

• Update your pricebook with Pricebook Connect

• Visit ServiceTitan Academy to enroll in Download ServiceTitan Pricebook Pro

• See Set up and manage Pricebook categories and subcategories