Add and edit items with the Pricebook Excel template

Overview

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.

Who uses this feature

Administrators and managers

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.
The columns in the exported template may vary based on your account configuration.
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

Export your pricebook.
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.
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 > 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	Optional or Required	Description
Service.ID	Optional	Unique code or identifier for a service This field is the same as in the Services tab.
Service.Code	Optional	Code of the Service This field is the same as in the Services tab.
Material.ID	Optional	Unique code or identifier for a material This field is the same as in the Materials tab.
Material.Code	Required	Code of the material This field is the same as in the Materials tab.
Quantity	Optional	Quantity of the material used in the service
Active	Required	Enter “1” for yes. Enter “0” for no.

ServiceEquipmentLinks tab

Use the ServiceEquipmentLinks tab to link equipment to services. This helps sales technicians or comfort advisors to more efficiently and accurately create invoices for equipment packages.

Column	Optional or Required	Description
Service.ID	System-generated	The ID for a service found in the Services tab
Service.Code	Required	The code for a service found in the Services tab
Equipment.ID	System-generated	The ID for a piece of equipment found in the Equipment tab
Equipment.Name	Required	The equipment name found in the Equipment tab
Quantity	Required	Quantity of equipment used when adding to the service
Active	Required	If active, enter “1” . If inactive, enter“0”.

EquipmentMaterialLinks tab

Use the EquipmentMaterialLinks tab to link equipment to materials.

Column	Optional or Required	Description
Equipment.ID	Optional	Unique code or identifier for a piece of equipment
Equipment.Code	Required	Name of equipment
Material.ID	System-generated	This number is generated by ServiceTitan for a material and should be left blank when entering new materials to your pricebook
Material.Code	Required	Enter unique code or identifier for a service.
Quantity	Optional	Quantity of the equipment used for the service

Assets tab

Use the Assets tab to add PDFs to your equipment and services for your technicians to use in ServiceTitan Mobile. Use assets, such as warranties, brochures, and product catalogs, to enhance the homeowner experience.

Column	Optional or Required	Description
SkuType	Required	Pricebook item type, for example, Equipment or Service
SkuId	System-generated	ID the equipment or service found on the Equipment or Services tab
SkuCode	Required	Item code of the equipment or service
ID	System-generated	ID of the asset. When adding a PDF to be imported, leave this cell blank
FileName	Required	File name of the asset
Alias	Optional	Name that you want to be displayed for the asset when viewed in ServiceTitan Mobile—For example, Homeowner’s Manual for Split System Air Conditioner. Note: This field has a 45-character limit.
Url	Required	External web address of the asset, for example, https://www.example.com/pdf-test.pdf.
Active	Optional	Enter“1” to add the PDF to the item. Enter “0” to remove it.