Use Centralized Pricebook in Enterprise Hub

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Overview

Enterprise Hub (EH) is ServiceTitan’s multi-tenant platform that enables management across ServiceTitan tenants. With Centralized Pricebook, you can create and manage multiple centralized pricebook items to manage your ServiceTitan accounts from one location.


Who uses this feature

  • Owners, general managers, administrators, and centralized call center representatives (CSRs)

  • Applies to all business types

Feature configuration

  • This feature requires an Enterprise Hub network. Contact your Customer Success Manager to request a network or contact technical support for details.

Grant access to Centralized Pricebook

To grant access to Centralized Pricebook for a role:

  1. In Enterprise Hub, click User Management.
    Overview of Enterprise Hub modules including User Management and Rollup Reporting features.

  2. Select Roles.

  3. Either create a new user role or edit an existing user role.

  4. In the EnterpriseHub permissions tab, enable the following permissions for Centralized Pricebook:

    1. View

    2. Edit Pricebook Items

      1. Edit Service Price

      2. Edit Material Price

      3. Edit Equipment Price

      4. Edit Equipment Cost

      5. Edit Material Cost

    3. Edit General Info

    4. Create New Pricebook

    5. Delete Pricebook

    6. Edit Advanced Settings

    7. Edit Tenant List

    8. Edit Tenant Automation Settings

    9. Edit Locked Fields

    10. Push To Tenants

    11. Enable Inventory Tracking

List of permissions for centralized pricebook management with checkboxes for editing options.

5. Click Save Changes. Users assigned this role can now see the Centralized Pricebook module in Enterprise Hub.

Access Centralized Pricebook

Access centralized pricebook by going to enterprise-hub.servicetitan.com and logging in with your credentials.

Overview of Centralized Pricebook feature for managing tenant pricebooks effectively.

The Centralized Pricebooks screen opens.

Create a centralized pricebook for your enterprise

  1. Click Create New.
    Overview of centralized pricebooks with details on services, materials, and equipment.General Information opens.

  2. In the Display name field, enter the name to appear for tenants.

    Note: The display name should be unique.

  3. The Internal Name field automatically fills with the entry from the Display name field.

    Note: You can’t edit it.

  4. Attach a logo in PNG or JPEG format.

  5. Enter internal notes if any.

  6. When finished, click Continue to Next Step.
    Form for entering general information about the Electrical Pricebook, including internal notes.

  7. In the Set Details screen that opens, select services, materials, and equipment that you want to lock or unlock. When finished, click Continue to Next Step.
    Step 2 of a form showing editable fields for services, materials, and equipment.

  8. In the Tenants list screen that opens, select the tenant you want.

  9. When finished, click Save.
    Step 3 of tenant management showing a selected tenant and save option.

When you create your centralized pricebook, you can create categories, services, materials, and equipment. For more, see Work in Centralized Pricebook.

Edit a centralized pricebook

  1. Select a centalized pricebook you want to edit.

  2. Click More Actionsand select View Centralized Pricebook.
    Or,
    Click the centralized pricebook.
    Centralized pricebook interface displaying items, status, and action options for management.

Delete a centralized pricebook

To delete a Centralized Pricebook:

  1. Open the Centalized Pricebook you want to delete.

  2. Deactivate all linked items. You can do this in one of two ways:

    1. Editing centralized pricebook items in bulk,

    2. Or, import/export to update item statuses in bulk.

  3. Remove tenants from the Centralized Pricebook.

  4. Go to the Centralized Pricebooks screen.

  5. Click More Actions for the Centralized Pricebook you want to delete and select Delete Centralized Pricebook.

    Note: The Delete option becomes available only after all items are deactivated and all tenants are removed.

Interface showing Pricebook details with options to view or delete it.

Import and export your centralized pricebook

To set up your centralized pricebook for the first time, you need to import or export your centralized pricebook.

Note: Please add a unique ID to each entry in the Import column. The code can be used for the External ID column.

To import your centralized pricebook:

  1. In the side menu, click Import / Export. The Import screen opens.

  2. Click Download to download the black centralized pricebook template.

  3. Click Import to import centralized pricebook.
    Options to download or import pricebook templates for centralized management.

  4. In the Import tab, drag and drop your files.

    Note: This effectively deletes your current pricebook and can’t be undone.

  5. Select Is this file exported from a tenant pricebook?.

    Note: Select this option to ensure that the exported files include all assets and media directly in the Centralized Pricebook.

  6. Select the tenant from the dropdown.

  7. (Optional) Select the Deactivate existing pricebook option to replace your entire pricebook with your pricebook import.

    Note: This effectively deletes your current pricebook and can’t be undone.

  8. Click Upload and select your updated pricebook XLSX file from your computer. The file uploads to ServiceTitan.

    Tip: Click Remove or Change if needed.

  9. Click Upload to complete the import process.
    User uploads a pricebook file and selects options for import settings.

A notification appears indicating when the import is complete. 

You can export your centralized pricebook by using the Pricebook Excel template. Also, you can make bulk changes to your centralized pricebook in a spreadsheet file that you can import into Centralized Pricebook.

To export your centralized pricebook:

  1. In the side menu, click Import/Export

  2. Click the Export tab.

  3. Select the Include inactive items option if necessary.

  4. Click Export. An XLSX version of your pricebook downloads to your computer.
    Instructions for exporting a pricebook with options for including inactive items.

You can view and download the import or export history.

Manage import errors

When you import your Pricebook through a Microsoft Excel file, the following types of errors are available:

  • Missing Information: You miss a required field like service name, which is a required field to add or update the service.

  • Incorrect Data Format: You want to add the data in the wrong format. For example, instead of having a URL, you enter text.

  • Dependency: You want to change something but it depends on other actions. For example, you try to inactivate a material used in Inventory.

  • Duplicate: You want to add or update an item, but there is a duplicate. For example, you add a new service with a code that already exists in the system.

  • Wrong Data: You want to add or update something but the data is incorrect. For example, you want to add a GL account to the cost of sale.

  • Unknown: All the other cases that don’t fall under the above-mentioned criteria.

Push centralized pricebook items to tenant

There are two options to push your centralized pricebook.

Option 1

To add your entire pricebook to the tenant’s account:

  1. In Centralized Pricebook, select a centralized pricebook and click Push to tenants .
    Centralized pricebooks interface displaying active items and their details for tenants.

  2. In the pop-up that opens, select a tenant to push your pricebook to.

    1. To search for tenants:

      1. In the Push pop-up that opens, enter the name of the tenant you are looking for.

      2. Click Search to search for results. The system displays all search results.

        Tip: You can select all tenants at once by clicking All and clear all selected networks by clicking None.

  3. Click Push.
    Select tenant to push the 00TestPB2 Pricebook, confirming updates will occur.


Option 2

Push new items to the tenant’s account. For example, if the service works well for one tenant, you can push that service to other tenants so that they can benefit from that item.

Push one or multiple items from the Categories, Services, Materials, or Equipment sections to tenants' accounts and, if Automation Settings are set to automatic updates, they are automatically added or updated in the tenants' accounts. If the Automation settings are set to manual update, you need to update items manually. For more, see Manually update your items in Pricebook.

  1. Select the pricebook item.

  2. Click Push to Tenants.
    List of materials with details for services and installations, including filters and valves.

  3. In the pop-up that opens, select or search for tenants. When you’re done, click Push.
    Select tenants to push Pricebook items, with options to search and confirm action.

Manually update your items in Pricebook

  1. Update an item in Centralized Pricebook.

  2. Go to the navigation bar and click Pricebook.

  3. In the side menu, select Pricebook Connect > Updates.

  4. Select the provider.

  5. Find the item you updated.

  6. Click Update in Pricebook if you want to see recent changes.

Tip: Use the History tab to view push history, including who sent and received updates, when they were pushed, and which items were updated.

Map tenant pricebook items to Centralized Pricebook

Note:  To activate the Mapping feature, contact your Customer Success Manager or contact technical support for details.

The Mapping feature allows you to map existing items in your tenant pricebook to the items in your Centralized Pricebook to avoid duplicate items and keep your centralized pricebook and tenant pricebook in sync.

  1. In Centralized Pricebook, add the tenant whose items you want to map and sync to your pricebook.

  2. In ServiceTitan, access the tenant account.

  3. Go to the navigation bar and click Pricebook.

  4. In the side menu, click Catalogs

  5. On the Catalogs screen, hover over the catalog to which you want to map your pricebook.

  6. Click More  and select Map to provider.
    User interface displaying catalogs with a highlighted option to map to provider.

  7. On the Map to provider screen that opens, click Begin Matching.
    Instructions for mapping items to a provider's catalog with a 'Begin Matching' button.
    When the mapping is finished, a notification shows how many items were mapped and how many were not mapped.

Now, the item in Centralized Pricebook will be mapped to the existing item in ServiceTitan. For more, see Map provider catalogs to your pricebook with Pricebook Connect.

Tip: After mapping you can make updates or push your centralized pricebook.

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