Service Titan Knowledge Base

Review mobile versions of pricebook itemsLast updated on 04/14/2023

You can view mobile versions of pricebook items from the office. This lets you ensure that your pricebook items display correctly for your technicians when they use ServiceTitan Mobile.

Things to know

  • If you’re editing a pricebook item, save any changes before reviewing the mobile version.

  • To review a mobile version of your entire pricebook, in the navigation bar click Pricebook, then click Mobile View.

Hide or show categories

When your categories are ready and you want technicians to sell them, you can select them in ServiceTitan and technicians can see them in ServiceTitan Mobile.

  1. Go to the navigation bar and click Pricebook.

  2. In the side panel, click Categories.

  3. Select a category.

  4. In the Hide in Mobile column, click the box.

If you want to hide categories, deselect the box.

Review mobile versions

To review a mobile version of an item, find it in your pricebook:

  1. Go to the navigation bar and click Pricebook.

  2. In the side panel, click Services, Materials, or Equipment for the item you want to review. The item table opens.

  3. Click View in Mobile.

    A new tab opens showing the item in Mobile review:

    1. Tap Invoices.

    2. In the Summary section, tap Add Items.

    3. Select ServiceTitan Pricebook Pro. Tips: Use the navigation links to browse the mobile version of your pricebook.

      You can see the categories added in ServiceTitan.

  4. When you’re done, close the browser tab.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.