Service Titan Knowledge Base

Add and edit items with the Pricebook Excel templateLast updated on 09/15/2022

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 is helpful when you need to edit or add multiple pricebook items.


Things to know

  • You can also edit multiple items at the same time in a pricebook table, like 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 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

  1. Export your pricebook.

  2. Open the exported pricebook XLSX file on your computer and do the following:

    1. Click the desired spreadsheet tabs and make changes as needed. For more information, see Using the Pricebook Excel template tabs.

    2. When you’re finished, save the pricebook XLSX file.

  3. Import your updated pricebook to ServiceTitan.


Using the Pricebook Excel template tabs

This section describes how to 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 this tab to create categories and subcategories that will be assigned to items in your pricebook. You will 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.

Column

Optional or Required

Description

ID

System-generated

Internal System ID number for the category.

Category1

Optional

Name of the top level category that a pricebook item is attached to (a value must be entered here to be available for mobile use). Note: Category '1' is created by default. The nesting structure determines the category and subcategory relationship.

Category2

Optional

Name of the subcategory to which the task is attached. This applies to ServiceTitan Mobile.

Description

Optional

Description of the category.

Active

Required

Indicates whether the category is active or inactive. '1' = active '0' = inactive

CatPicUrl

System-generated

The URL location for files that have been previously uploaded to ServiceTitan under Services. If adding a category, leave this cell blank since it will be generated by ServiceTitan.

Image1 Image2 Image3

Optional

URL link to the display images for the category in ServiceTitan Mobile.

YoutubeUrl

Optional

URL link to a default YouTube video that is tied to all items within this category in ServiceTitan Mobile.

Business Units (one column for each BU)

Required

Indicates whether the BU is visible in ServiceTitan Mobile for technicians assigned to that business unit or not visible. '1' = BU is visible '0' or blank = BU is not visible

CategoryType

Required if categories are used

Lists either services or materials.

Equipment tab

Use this 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. 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. 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 > Invoicing > Equipment Types.

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 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 will track how many of each piece of equipment is sold by technicians.

$ Bonus

Optional

Commission in terms of a dollar amount. Enter a "0," 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 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 will pay 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 the piece of equipment, including shipping and storage costs.

Price

Optional

Standard price for the equipment.

MemberPrice

Optional

Member price for the equipment. This field can remain blank if member pricing does not apply.

AddOnPrice

Optional

Add-on price for the equipment.

AddOnMemberPrice

Optional

Allows user 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 inventory. A "0" designates that the piece of equipment is not 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 active Pricebook equipment, enter a 1. If this is inactive Pricebook equipment, enter a 0.

[Vendor] Active?

Optional

Enter 0 or leave blank if you don’t 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's not the primary replenishment 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 this tab to add and edit services in your pricebook.

Column

Optional or Required

Description

Category.ID

System-generated

System generated ID number for a category. Do not change this Category ID, unless you know the ID number of the category to which you want to reassign the service.

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 on Mobile.

Id

System-generated

The ID is generated by ServiceTitan for the service and should be left blank when entering new items to your pricebook.

Code

Required

Enter the unique code or identifier for the service.

Name

Required

Enter the name of the service.

Item Description

Required

Description of the service. Note: An item description may contain up to 32,000 characters.

Warranty Description

Optional

Internal warranty information. This does not appear on the invoice.

Price

Optional

Standard price for the service.

MemberPrice

Optional

Member price for the service. This field can remain blank if member pricing does not apply.

AddOnPrice

Optional

Enter the add-on price of the service. This field can remain blank if add-on pricing does not apply.

AddOnMemberPrice

Optional

Allows user to enter a discounted add-on price for members.

AddOns

Optional

Recommended items that appear in ServiceTitan Mobile when this service is added to an invoice.

PaysCommission

Required

Enter 1 for yes. Enter 0 for no.

PaysTechSpecificBonus

Optional

Enter 1 for yes. Enter 0 for no.

Taxable

Required

Enter 1 for yes. Enter 0 for no.

IsTimeAndMaterial

Optional

Enter 1 for yes. Enter 0 for no.

IsLabor

Optional

Enter 1 for yes. Enter 0 for no.

Hours

Optional

Expected length of time for this piece of equipment to be serviced in fractions of an hour. For example, 30 minutes should be entered as "0.5."

MinimumLaborHours

Optional

Expected length of time for this piece of equipment to be serviced in fractions of an hour. For example, 30 minutes should be entered as "0.5." This will be used in the Pricebook Setup Wizard instead of Commission Hours if the MinimumLaborHours is greater than the Pricebook Setup Wizard.

AllowDiscounts

Optional

Enter "1" for yes. Enter "0" for no.

$ Bonus

Required

Commission in dollar amount. Enter 0 if commission is not set up.

% Bonus

Required

Commission as a percentage of service price. For example, 50% should be entered as 0.50. Enter "0" unless you have a value for this.

Image1, Image2 and Image3

Optional

URL link to the display images for this service.

YoutubeUrl

Optional

URL link to a YouTube video for this service.

Active

Required

If this is an Active Pricebook item or service, enter "1." If this is an Inactive Pricebook item or service, enter "0."

Material Cost

Optional

The cost of a material.

DistinctMaterialCount

Optional

The number of individual materials used on a service.

Materials tab

Use this tab to add and edit materials in your pricebook that can be attached to services and equipment in order to track job costing.

Column

Optional or Required

Description

Category.ID

System-generated

This number is generated by ServiceTitan for a category. Do not change unless you know the ID number of the category to which you want to reassign a task.

Category.Name

Required

Name of the category or subcategory to which your material is linked. The top level category will automatically be assigned if the subcategory name is entered in the field.

ID

System-generated

This number is generated by ServiceTitan for a material and should be left blank when entering new materials to your pricebook.

Code

Required

Enter a unique code or identifier for a service.

Name

Required

Enter a unique code or identifier for a material.

Description

Required

Enter a description of the material. Note: An item description may contain up to 32,000 characters.

Account

Required

Name of account or subaccount in the accounting software to which this service attributes income.

Cost of Sales Account

Required

Name of account or subaccount in the accounting software to which this service attributes income.

Cost

Optional

Cost of the material.

Price

Optional

Standard price for the material.

MemberPrice

Optional

Member price for the material. This field can remain blank if member pricing does not apply.

AddOnPrice

Optional

Add-on price for the material. This field can remain blank if add-on pricing does not apply.

AddOnMemberPrice

Optional

Discounted member price for add-on prices.

Hours

Optional

Expected length of time for this material. This number should be in fractions of an hour. For example, 30 minutes should be entered as "0.5."

$ Bonus

Required

Commission in dollar amount. Enter "0" unless you have a value for this.

% Bonus

Required

Commission in terms of a percentage of the material price. For example, 50% should be entered as "0.50." Enter a "0" unless you have a value for this.

PaysCommission

Optional

Enter "1" for yes, or "0" for no. For example, enter “1” if the cost of this material is to be deducted from the revenue of a job for the purposes of calculating commissions.

PaysTechSpecificBonus

Optional

Allows the service to pay technicians a special bonus amount.

UnitOfMeasure

Optional

Used for inventory management. For example, you may indicate length or quantity.

IsInventory

Optional

A "1" designates that the material is inventory. A "0" designates that the material is not inventory.

Image1, Image2 and Image3

Optional

URL link to the display image(s) for this material.

YoutubeUrl

Optional

URL link to a YouTube video for this material.

Active

Required

Enter 1 if this material is active or 0 if it’s inactive.

Taxable

Required

Enter 1 if this material is taxable or 0 if it's not taxable.

[Vendor] Active?

Optional

Enter 0 if you do not want to use this vendor for replenishment of this material. Enter 1 to make this an active replenishment vendor.

[Vendor] Part #

Required

Active replenishment vendor’s part number for the material.

[Vendor] Memo

Optional

Note for your reference only.

[Vendor] Price

Required

Active replenishment vendor’s price for the material.

[Vendor] Primary Vendor?

Required

Enter 1 to make this the primary replenishment vendor for the material 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.

ServiceMaterialLinks tab

Use this tab to tie services to materials used in providing a service.

Column

Optional or Required

Description

Service.ID

Optional

Unique code or identifier for a service. This field is the same as in the Services tab.

Service.Code

Optional

Code of the Service. This field is the same as in the Services tab.

Material.ID

Optional

Unique code or identifier for a material. This field is the same as in the Materials tab.

Material.Code

Required

Code of the material. This field is the same as in the Materials tab.

Quantity

Optional

Quantity of the material used in the Service.