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.
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.