Apply client-specific pricing rate sheets on an invoice or estimate

Overview

Client-specific rate sheet jobs involve field technicians and the office employees applying client-specific pricing to invoices or estimates, ensuring accurate billing.

Things to know

• To use client-specific pricing, office employees and technicians must have certain permissions enabled. You can set permissions by role or you can set permissions for an individual employee or technician.

• For office employees, enable the following permissions as needed:

  • Create / Edit Pricing Rate: Can create and edit rate sheets.

  • View Pricing Rates: Can view rate sheets but cannot edit them.

  • Edit Customer & Location Rate Sheets: Can assign rate sheets to a customer or service location.

  • Edit Invoice/Estimate/Project Rate Sheets: Can change rate sheets on an invoice, estimate, or project.

  • Calculate Prices: Can generate estimate and invoice prices based on rate sheets using the Calculate button.

• For technicians, enable this permission: 

  • Calculate Prices: Can generate estimate and invoice totals based on rate sheets using the Calculate button.

Manually assign rate sheets to invoices

To assign a different rate sheet to an invoice:

1. From the invoice, click Update invoice details. For more, see Edit an invoice..

2. Click the Rate Sheet dropdown and select the custom rate sheet for the invoice.

3. To remove the rate sheet, select No Rate Sheet.
   

4. Click Save.

5. From the invoice screen, click Calculate to recalculate prices on the invoice.

   Note: Assigning a new rate sheet to an invoice does not affect previous estimates created on the invoice.

Manually assign rate sheets to estimates

By default, estimates are assigned the same rate sheet assigned to the invoice they were created on. To assign a different rate sheet to an estimate:

1. On the Estimate screen, click  . For more, see Add and edit estimates in ServiceTitan..

2. Scroll down to the Price Details section.

3. Click the Rate Sheet dropdown and select the rate sheet you want to assign.

4. To remove the rate sheet, select No Rate Sheet.
   

5. Click Save.

When a sold estimate is booked into a job, the job invoice is assigned the same rate sheet as the estimate.