Overview
You can check prices calculated with Dynamic Pricing, correct inconsistencies, and create different rules for Dynamic Pricing.
Who uses this feature
Administrators and managers
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
To learn about Dynamic Pricing processes, see Dynamic Pricing Overview.
Inline editing is a way of editing a field in a pricebook table without going to the Edit screen.
Check prices and hours calculated with Dynamic Pricing
If you want to check how pricing is calculated:
Go to the navigation bar and click Pricebook
. On the Services screen that opens, turn on the Edit Mode toggle.
Select a service item and click the price.
In the window that opens you can check hours, cost, and much more.
If hours are incorrect:
In the Services section, turn on the Edit Mode toggle.
Inline edit hours.
Hours are automatically updated in the Price Calculation section of the See rule in action window.
If you want to check material costs:
In the Services section, turn on the Edit Mode toggle.
Click the Materials Cost field and inline edit the information.
In the Linked Materials that opens, check the material price.
If the price is incorrect:
Copy the material name.
Go to the Materials section and paste the material name in the Search field.
Click the Cost field and inline edit the information.
The cost is updated in the Price Calculation section of the See rule in action window.
Add a new rule for Dynamic Pricing
In Price Builder, click Create Rule > Dynamic Pricing.
In the Categories section, select a ServiceTitan Pricebook category. For example, create a basic rule for HVAC and select the HVAC category and its sub-categories to apply the new rule.
Complete all steps. For more, see Create a Dynamic Pricing rule.
Enter a unique name for the rule.
In the Dynamic Pricing section, you can see the number of categories applied.
Want to learn more?
Visit ServiceTitan Academy and enroll in Dynamic Pricing Overview