Add and edit items in Centralized Pricebook

Overview

With the Centralized Pricebook in Enterprise Hub, you can create and update pricebook items, such as services, materials, equipment, and categories, simultaneously across all tenants. This streamlines management and keeps your pricebook consistent from a centralized location.

Add a category

Add categories and subcategories for services, materials, and equipment in your Centralized Pricebook. 

To add a category:

1. Go to enterprise-hub.servicetitan.com and log in with your credentials.

2. Click Centralized Pricebook.
   

3. On the Centralized Pricebooks screen that opens, select the Centralized Pricebook you want to add a category to.

4. Click More Actionsand select View Centralized Pricebook.
   

5. In the side menu, click Categories.

6. On the Categories screen that opens, you can add a category for Services and Equipment or Materials.

7. Click Add Category.
   

8. In a category field, enter the name of the category. Click Check to save it.

Add a subcategory

You can create a subcategory under a main category or another subcategory.

1. Next to the category, click More.

2. Click Add Sub-Category.
   

3. In the subcategory field, enter the name of the subcategory.

4. Click Check    to save it.
   

Edit a category or subcategory

Use inline editing to edit a category or subcategory:

1. Click the field to change the name or description, then click Check  to save it.
   

2. Click the image field. In the Edit Photo screen that opens, upload an image or delete it.

Deactivate a category or subcategory

Note: Deactivating a category or subcategory removes all its items and nested subcategories from the ServiceTitan mobile app. This doesn’t delete data and won’t impact historical records.

To deactivate a category or subcategory:

1. On the Categories screen, find the category you want to deactivate.

   Note: The Categories screen shows all active categories by default. Click Filters to see categories with Inactive or All statuses.

   

2. Click More and select Deactivate.
   

To activate the category:

1. Click Filters, 

2. Under Status, select Inactive, then click Apply.

3. Find the inactive category, click More then select Activate .
   

Add a service

1. Select the Centralized Pricebook to add service items to.

2. Click Moreand then View Centralized Pricebook.

3. In the side menu, click Services.

4. On the Services screen that opens, click +Add Service.
   

5. On the Add Service screen that opens, enter the service information:

   1. Name: Name of the service item that appears on estimates and invoices. 

   2. Categories: Select the categories you want the service item to appear in your pricebook. 

   3. Item Description: Description of the service that appears on estimates and invoices. 

   4. Code: Unique identifier entered to add the service item to estimates and invoices. 

   5. External ID: Unique identifier.

      Tip: Autofills when you enter the Code. Best practice is to use the code when needed.

   6. Price: Standard price for the service item.

   7. Image & Asset Upload: Add images and PDF assets to a service, such as product brochures or warranty certificates.

   8. Video: Add YouTube links that technicians can show customers.

6. When finished, do one of the following:

   1. Click Add to save details.
      or,

   2. Click Add and create next item to save and add your next item.
      

Add equipment

1. Select the Centralized Pricebook to add equipment to.

2. Click More, then click View Centralized Pricebook.

3. In the side menu, click Equipment.

4. On the Equipment screen that opens, click +Add Equipment.
   

5. On the Add Equipment screen that opens, enter the equipment information as needed.

6. When finished, click Add. To create another item, click Add and create next item.
   

Add a material

1. Select the Centralized Pricebook to add materials to.

2. Click More, then click View Centralized Pricebook.

3. In the side menu, click Materials.

4. On the Materials screen that opens, click +Add Material.
   

5. On the Add Material screen that opens, enter the material information as needed.

6. When finished, click Add. To create another item, click Add and create next item.
   

Edit centralized pricebook items

1. In the side panel, click Services, Materials, or Equipment based on the item you want to edit.

2. Search the item by code, name, or description.

   Tip: Use Filters to narrow items by category, cost, status, or whether they include images or videos. Click Apply to update the results.

   

3. Select the field you want to inline edit and click Edit  .
   

4. Make your changes, then click outside the field to save.

You can import changes to the Centralized Pricebook using the Excel template or export it for bulk editing.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Enterprise Hub Basics

• See Manage Centralized Pricebook

• See Centralized Pricebook FAQ