Overview
ServiceTitan Pricebook Pro is an industry-leading Pricebook featuring a range of services and materials tailored to roofing contractors' needs. Once you have downloaded Roofing Pricebook Pro, and set up your vendors, use this guide to customize your Pricebook items.
Who uses this feature
Pricebook Pro users
Primarily benefits Residential Service and Residential Construction business types
Feature configuration
To get started with Pricebook Pro for Roofing, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.
Things to know
Pricebook Pro includes generic materials and labor, non brand specific. While it won't specify exact products, it provides a starting place with a list of over 600 types of roofing materials you can edit to specific brands
Pricebook Pro items are separated into categories and subcategories. When you download an item, the same category structure maps over to your price book.
While equipment isn't the driving force of the roofing industry, there may be a need for it in terms of disposal bins, elevated lifts, and other access equipment. Equipment rented from a third party should be added to your Pricebook in the Equipment section. Because equipment rentals vary significantly from contractor to contractor, stock items are not included in Pricebook Pro.
Update roofing materials
Pricebook Pro provides you with a comprehensive list of roofing materials with common prices. Costs vary for each contractor depending on geographical location, distributor, rebates, and several other factors. Be sure to compare them with your actual material costs for the most accurate pricing.
Best practice is to update existing items, rather than create new ones, as items are grouped into common Services and mapped to other features. For this reason, we have provided a stock list of shingles which you can customize, depending on the profiles you offer. For example:
Manufacturer A - Profile A becomes GAF - Marquis
Manufacturer A - Profile B becomes GAF - Timberline
Manufacturer A - Profile C becomes GAF - Slateline
These stock shingle Pricebook items are also connected to estimating features that rely on a Good, Better, Best proposal format. Items for all Manufacturers are mapped as follows:
Profile A - Good
Profile B - Better
Profile C - Best
Profile D - Best
Best practice is to list your base shingle as Profile A and increase the quality of the shingle from there. If you need this mapping updated, please contact your Customer Success Manger. If you offer additional manufacturers, repeat with Manufacturer B. Here is how to make the updates:
Go to the navigation bar and click Pricebook.
In the side menu, click Materials. The item table opens.
(Optional) To narrow your list, click Filters, select a category from the drop-down and click Apply.
Hover over a specific item and click the Actions icon (insert here) to the far right, then select View/Edit Material.
Make edits as needed to the material details. Pay particular attention to the Name, Item Description and Price, which is the price allotted on the estimate to the customer, not your cost.
Confirm with your accountant or bookkeeper which general ledger accounts should be associated with items and select them in the Income and Expense dropdowns.
At the bottom of the page, review the available vendors for this item and fill out the columns for Part #, Memo and Cost.
Note: Vendors will not show in this list unless they are marked as a Replenishment Vendor when you set them up. To see a list of all available replenishment vendors, click on Show/Hide Inactive Vendors. Marking a vendor as Active will allow users to order this material from that vendor. Marking a vendor as Primary will default that vendor as preferred when ordering this material.
If you made changes, click Save.
Note: Make quick edits to items from the list view by toggling on Edit Mode and clicking the Edit icon that appears when you hover over individual items.
Update labor rates
Labor rates are included as Materials and structured based on piece work, to accommodate subcontractors and hourly, for internal employees. Labor costs should be reviewed and updated to your specific rates. Follow the steps to review and edit Materials (see above). Use the Filter and select the Categories with Labor in the name.
Piecework is organized by task and quantity. For example: Extra layer tear off per square, install small skylight per unit or install EPDM per square. Assign your piece work rates as the Cost for each item.
Hourly fees are set up by role under Material. For example: 1 Hour Labor, 1 Hour Shingler or 1 Hour Service. Assign your hourly labor rates as the Cost for each item.
Update roofing services
Services in Pricebook Pro is a list of common tasks completed by roofers, which combines the material and labor needed to complete the task into a prepackaged item with a set price. These include standard installations and repairs.
For example, reflashing a chimney will include nails, metal, ice and water, sealant, and a designated number of working hours for a set price. A roof installation with generic architectural shingles will include the shingles and underlayment, plus the labor rate for the slope of the roof and a set price on a per square basis. This means you can create an estimate, select that service, enter the number of squares as the quantity and automatically generate a list of associated materials, labor fees and a price.
Go to the navigation bar and click Pricebook.
In the side menu, click Services. The item table opens.
(Optional) To narrow your list, click Filters, select a category from the drop-down and click Apply.
Hover over a specific item and click on the Actions icon (insert here) to the far right, then select View/Edit Service.
Make edits as needed to the Item Description.
Note: For tracking purposes, the service Name cannot be changed. If an edit to the name is absolutely necessary, you can duplicate the service and then edit the name.
The default Dynamic Price is calculated by adding the Sold Hours ($40/hour) and the Materials together. To override the Dynamic Price, select the checkbox next to Use Static Prices and enter an amount in the Static Price field.
If you use in-house employees, review the number of Sold Hours and edit as needed to determine the total number of hours required to complete this task. If you use subcontractors, the Sold Hours should equal 0.
Note: If two employees are required and it takes them two hours to complete the task, the Sold Hours should be 4.
Confirm with your accountant or bookkeeper which general ledger accounts should be associated with services and select them in the Income and Expense drop downs.
Click the Materials tab.
Review the materials that will automatically be added to this service. Add or remove as required.
Note: Changes to the price of a material must be done directly to the material in the Materials section.
If you made edits to the service, click Save.
Note: Make quick edits to items from the list view by toggling on Edit Mode and clicking on the edit icon that appears when you hover over individual items.
Understand custom roof repairs
Custom repairs are a feature of Pricebook Pro that allows you to invoice on the fly for repairs that aren't a standard Service item in your Pricebook. In order to select the proper custom repair you need to know the approximate material cost and time to complete the repair.
Each custom repair preloaded in your Pricebook communicates three types of information: the type of repair, how long the repair will take to complete and the cost. This means that every custom repair task is named differently.
A custom repair called CRR-2.25.1000 offers this information:
CRR: Custom Roof Repair
2.25: 2 hours, 15 minutes of labor
1000: $1000 in material costs
The options in custom repairs are rounded ranges in increments of $25 - $50. When choosing one, the best practice is to round up.
Find a list of custom repairs in the Services section under the category Custom Roofing Repair.
Note: There is nothing wrong with downloading just one of the 800 plus custom repairs and allowing your technicians to update the cost and hours in the field on a per-job basis. However, in order to do so, the technician needs to have the permission to edit services which provides them access to edit ALL services.
Bulk edit items
There are two ways to speed up the customization process:
Turn on Edit Mode and customize from the list view
Download your pricebook, make edits in a spreadsheet format, and then import the spreadsheet into your account.
Add new items
If you are still missing an item after review of the Pricebook Pro Roofing Catalog, we recommend contacting your vendors and getting a comprehensive list from them, which can be imported into your account.
If after exhausting those options you are still missing items you can manually add materials or add equipment. You shouldn't have to add services; instead, you should train your technicians to use custom repairs.