Add and edit items with the Pricebook Excel templateLast updated on 10/14/2022
Export and use the Pricebook Excel template to make bulk changes to your pricebook in a spreadsheet file that you can import into ServiceTitan. This allows you to edit or add multiple pricebook items.
Things to know
You can also edit multiple items at the same time in a pricebook table, such as adding or removing images. See Bulk edit pricebook items.
If you remove an entire column in your exported XLSX file, the system ignores the column removal when you import your pricebook to ServiceTitan. No changes are made to your pricebook.
After you import your pricebook, attach images to pricebook items so technicians can easily navigate the pricebook when talking to customers. See Add images, PDFs, and video to your pricebook.
If an image doesn't import successfully, the image link field will be blank in subsequent pricebook exports. This allows you to easily see which pricebook items are missing images.
Setting up categories and subcategories determines how your pricebook appears in ServiceTitan Mobile.
Only services, materials, or equipment that are marked as active are listed in the upgrades and recommendations fields of the pricebook export.
If you accidentally delete images in your pricebook, you can restore them by importing an older export of your pricebook that includes the images.
Make changes to your pricebook using the Pricebook Excel template
Open the exported pricebook XLSX file on your computer and do the following:
Click the desired spreadsheet tabs and make changes as needed. For more information, see Using the Pricebook Excel template tabs.
When you’re finished, save the pricebook XLSX file.
Import your updated pricebook to ServiceTitan.
Using the Pricebook Excel template tabs
Make changes to your pricebook using the Pricebook Excel template tabs. Tabs include:
Categories tab
Equipment tab
Services tab
Materials tab
ServiceMaterialLinks tab
ServiceEquipmentLinks tab
EquipmentMaterialLinks tab
Assets tab
Categories tab
Use the Categories tab to create categories and subcategories that are assigned to items in your pricebook. You can also have access to the URLs for the images imported for those categories through the ServiceTitan interface. Once imported, these images will reference the internal file path of the image.
Equipment tab
Use the Equipment tab to add and edit equipment in your pricebook.
Column | Optional or Required | Description |
|---|---|---|
Category.ID | System-generated | System generated ID number for a category Tip: Do not change this Category ID, unless you know the ID number of the category to which you want to reassign a piece of equipment. |
Category.Name | Required | Name of the category or subcategory to link your equipment to should be entered in this field. The top-level category will automatically be assigned if the subcategory name is placed in the field. This cell is required if you would like this equipment to show up in ServiceTitan Mobile. |
ID | System-generated | The ID is generated by ServiceTitan for a piece of equipment and should be left blank when entering new items to your pricebook. |
Type | Optional | Name of equipment types created in Settings |
Code | Optional | Unique code associated with the piece of equipment |
Name | Required | Name of the equipment |
Description | Required | Description of the equipment Note: An item description may contain up to 32,000 characters. |
Account | Optional | Income account is attached to this piece of equipment. This should be the account name only. Do not include the account code or number in this field. |
CrossSaleGroup | Optional | Enter a name for the group with which you want to associate this piece of equipment. This tracks how many of each piece of equipment is sold by technicians. |
$ Bonus | Optional | Commission in terms of a dollar amount. Enter a “0” or leave this blank unless you have a value for this. |
Pays Commission | Required | Enter a “1” if the equipment is eligible for technician commission. Otherwise, enter a “0” or leave it blank. |
% Bonus | Required | Commission in terms of a percentage of equipment price. For example, 50% should be entered as “0.50”. Enter a “0” unless you have a value for this. |
Hours | Optional | Expected length of time for this piece of equipment. This number should be in fractions of an hour. For example, 30 minutes should be entered as “0.5”. |
PayTechSpecificBonus | Optional | This pays the Default Adjustment Rate bonus in a technician's payroll settings. This allows for a different percent bonus for each technician. |
Taxable | Required | Enter a “1” for Yes. Enter a “0” for No. |
Manufacturer | Required | Manufacturer of the equipment |
Model | Required | Model number of the piece of equipment |
Cost | Optional | Cost of a piece of equipment, including shipping and storage costs |
Price | Optional | Standard price for the equipment. |
MemberPrice | Optional | Member price for the equipmentThis field can remain blank if member pricing does not apply. |
AddOnPrice | Optional | Add-on price for the equipment |
AddOnMemberPrice | Optional | Allows users to enter a discounted add-on price for members |
UnitOfMeasure | Optional | Used for inventory management For example, you may indicate length or quantity. |
IsInventory | Optional | A 1 designates that the piece of equipment is in inventory. A 0 designates that the piece of equipment is not in inventory. |
ManufacturerWarranty Duration | Optional | Length of warranty in years from the manufacturer |
ManufacturerWarranty Description | Optional | Description of warranty coverage from the manufacturer |
ServiceProviderWarranty Duration | Optional | Length of warranty in years from your company |
ServiceProviderWarranty Description | Optional | Description of warranty coverage from your company |
Image1, Image2, and Image3 | Optional | URL link to the display images for this equipment |
YoutubeUrl | Optional | URL link to a YouTube video for this equipment |
Active | Required | If this is an active pricebook item, enter “1” If this is an inactive pricebook item, enter “0” |
[Vendor] Active? | Optional | Enter “0” or leave blank if you do not want to use this vendor for replenishment of this equipment. Enter “1” to make this an active replenishment vendor for this equipment. |
[Vendor] Part # | Required | Active replenishment vendor’s part number for the equipment |
[Vendor] Memo | Optional | Note for your reference only |
[Vendor] Price | Required | Active replenishment vendor’s price for the equipment |
[Vendor] Primary Vendor? | Required | Enter “1” to make this the primary replenishment vendor for the equipment or “0” if it is not the primary vendor. Note: You can import new materials into the pricebook without specifying a primary vendor. To enable this feature, please contact your success or implementation manager for details. |
Services tab
Use the Service tab to add and edit services in your pricebook.
Materials tab
Use the Materials tab to add and edit materials in your pricebook that can be attached to services and equipment in order to track job costing.
