Pricebook

Import and export your pricebook
Price Setup Wizard
Set up your pricebook
Add and edit pricebook items
Integrate your pricebook with supplier catalogs

Import and export your pricebook

Import and export your pricebook Troubleshoot Pricebook import errors Add and edit items with the Pricebook Excel template

Price Setup Wizard

Set up the Price Setup Wizard Run the Price Setup Wizard Price Setup Wizard: Individual vs. aggregate material mark-ups Price Setup Wizard: Use multiple billable rates Price Setup Wizard: Access your pricebook history Understand Price Setup Wizard calculations Set up unique prices with client-specific pricing Assign labor types and client-specific pricing rate Apply client-specific pricing rate sheets on an invoice or estimate

Dynamic Pricing

Set up your pricebook

Set up and manage pricebook categories and subcategories Add sold hours to pricebook items Set up your account for replacement opportunities Create equipment types Book and track replacement opportunity jobs Attach equipment items to service items Add images, PDFs, and video to your pricebook Review mobile versions of pricebook items Customize pricebook views for technicians Set Pricebook permissions Add discounts and fees

Add and edit pricebook items

Add materials to your pricebook Add services to your pricebook Add equipment to your pricebook Edit pricebook items Bulk edit pricebook items Bulk link or unlink materials and equipment to services Duplicate pricebook items Add PDFs to equipment items Add recommendations to services and equipment Add upgrades to services and equipment Attach tags with services Attach materials to services or equipment Create conversion opportunity tags

Integrate your pricebook with supplier catalogs

Pricebook supplier integration: Overview and getting started Add provider catalog items to your pricebook with Pricebook Connect Update your pricebook with Pricebook Connect Available supplier catalog content integrations

ServiceTitan Pricebook Pro

ServiceTitan Pricebook Pro overview Set up ServiceTitan Pricebook Pro Use custom repairs with Pricebook Pro View Pricebook Pro explainer PDFs Add OEM services in Pricebook Pro Add sewer services in Pricebook Pro Manage price insights with Pricebook Pro Use generic equipment in Pricebook Pro Warranty Workflows for Pricebook Pro

FAQ

Pricebook - FAQ