Quick start guide to Centralized Pricebook for new ServiceTitan customers

Overview

Centralized Pricebook helps you manage and update pricebooks for all your locations from one location. It simplifies pricing changes, ensures consistency, and saves you time.

Benefits

• Save Time: Centralize pricing updates across all locations, streamlining processes as your business scales.

• Ensure Consistency: Enforce uniform pricing and compliance standards with controlled editing to prevent unauthorized changes.

• Flexible Control: Customize and automate location-specific updates, balancing centralized oversight with local adaptability.

Part 1: Get started with Centralized Pricebook

• Contact your customer success manager (CSM)or Onboarder (OB) to request an Enterprise Hub account.

• After you do, you will receive an email from noreply@servicetitan.com within 2-3 business days inviting you to set up an Enterprise Hub password.

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

  Note: After signing in for the first time, the system will create an Administrator user with its role permissions and a Network.

• Go to the Centralized Pricebook module and grant access to Centralized Pricebook for user roles and permissions.

Part 2: Initial setup

• Create your first Centralized Pricebook      

  • Set a display name and internal name, attach a logo, and add internal notes

• Import your pricebook data

  • Import with the XLSX template

  • Manage import errors, such as missing information, incorrect data format, and dependencies

Part 3: Build your Centralized Pricebook

• Add categories and subcategories

• Add, edit, and deactivate categories

• Add services, materials, and equipment

• Edit Pricebook items using inline edit and bulk edit

Part 4: Manage Centralized Pricebook items

• Import and export your centralized pricebook    

  Tip: You can make bulk changes to your Centralized Pricebook in a spreadsheet file that you can import into Centralized Pricebook.

• Push items to tenants by using the Push to Tenants feature

• Set up automation for item updates by using default and custom automation settings

Part 5: Tenant Management

• Add and manage tenants in Centralized Pricebook

• Search for tenants and update the tenant list

• Use default and custom automation settings

  • Auto Dismiss, Auto Update, and Manage Manually options

Part 6: Review and troubleshooting

• View push history changes

  • Use the History section for push audits

  • Filter records by tenant, date, and pushed by

• Manage import errors

Part 7: Tips and best practices

• Regular pricebook updates and maintenance

Additional resources

• Contact your CSM, technical support, or Enterprise Hub help center

• Visit ServiceTitan Academy and enroll in Enterprise Hub Basics