Service Titan Knowledge Base

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

  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

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.

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: Category1 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 Note: When you add a category, leave this cell blank, 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 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 icon-settings.png> 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 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.

Column

Optional or Required

Description

Category.ID

System-generated

System generated ID number for a category. Tip: Do not change 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 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 users to enter a discounted member price for add-on prices.

Account

Required

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

Cross Sale Group

Optional

Name of the group to which you want to associate this item Include items in groups to track how many of these items are sold by technicians.

Upgrades

Optional

Dollar amounts of good, better, best options Prices appear in the order of lowest to highest

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.

Sold By %

Optional

Percentage earned by technicians for selling an estimate

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 a commission is not set up.

% Bonus

Required

Commission as a percentage of the 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 the service

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.

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 can 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. Enter “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 item 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 the SeviceMaterialLinks tab to tie services to materials used in providing a service.

Column