Use generic equipment in Pricebook Pro

Overview

Equipment installation is an entire package and these packages are determined by the contractor. Equipment brand, model, level,  included accessories, warranty options, and existing materials that are replaced as part of a standard package affect the pricing of the entire installation.

Things to know

• Generic equipment is brand-agnostic, so you can use it as-is on invoices and estimates or duplicate it to create brand-specific versions.

• Generic equipment does not include cost, attached materials, attached services, sold hours, manufacturer name, model, or warranty. These vary significantly by contractor and should be added during configuration to maintain margin and job costing accuracy.

• If you need to track exact equipment down to the serial number and manufacturer, you can either duplicate generic equipment and edit it, activate an integrated supplier catalog through your CSM, onboarder, or support, or manually enter items from your vendor or manufacturer.

What you'll find in generic equipment

Generic equipment is categorized and organized by type, then by size and SEER rating. Each item comes pre-populated with the following information:

• Code: A unique identifier following the convention E - {Equipment Type} - {Subcategory/Subtype} - {Rating | Size | Power}. For example, E-AC-CUEC-1320 is a 13 SEER 2 Ton Air Conditioning Condensing Unit and Evaporator Coil (E = Equipment, AC = Air Conditioning, CUEC = Condensing Unit and Evaporating Coil, 1320 = 13 SEER and 2.0 Ton).

• Name: The name of the equipment, which is visible on customer estimates and invoices.

• Description: The description matches the name for all generic equipment items, the same way descriptions work for materials in Pricebook Pro.

• Images: A unique generic image of the piece of equipment.

Download generic equipment from Pricebook Pro

Downloading and configuring generic equipment follows the same process as downloading services from Pricebook Pro.

Before you begin, review these best practices:

1. Work with your pricebook administrator and inventory manager to review integrated supplier catalogs for any brand-specific items you sell, since these catalogs include warranty, model, and description information. Download only the specific items you sell regularly or items you want to use to create option packages, upgrades, and recommendations.

2. After downloading brand-specific content, go to the ServiceTitan Pricebook Pro catalog and download the generic versions of the equipment items you sell.

3. Use the duplicate function on each downloaded item to create a brand-specific version. The originally downloaded item remains generic and cannot have its manufacturer or model edited. You must duplicate it first, then add the manufacturer and model to the duplicate.

Following these steps gives you brand-specific versions of every item you sell while also leaving a generic version available for technicians and office staff to add equipment to a customer's location on the fly.

Configure generic equipment in the office

Once you have downloaded generic equipment, there are three ideal use cases in the office:

Duplicate generic equipment to create brand-specific versions

1. Open the downloaded generic piece of equipment and click Duplicate.

2. In the duplicate, edit the Manufacturer and Model fields, which are now editable.

3. Create versions for each brand you sell.

4. Click the Materials tab to attach the materials you use to install that piece of equipment.

5. Click the Manufacturer Warranty tab to update the manufacturer's warranty information.

Add equipment to a customer's location

Once equipment has been downloaded and configured, it appears in the [Optional] Select from equipment list field when you add equipment to a location.

Create estimate templates and option packages

Once equipment has been downloaded and configured, you can use it to build estimate templates and option packages from the office.

Use generic equipment in ServiceTitan Mobile

Once equipment has been downloaded to the pricebook and configured, technicians can access it on invoices and estimates or add it to a location as existing equipment, just as they do with services today.

As a business, decide whether equipment should be added directly to invoices and estimates as a line item or added as a sub-item.

• If you have configured brand-specific equipment, technicians can search for the equipment in the pricebook and add it to any estimate or invoice on their tablet. Manufacturer, model number, and warranty information auto-populate on the invoice or estimate.

• If a technician adds generic equipment to an invoice or estimate, they are prompted to enter the manufacturer, model, and warranty information manually so it gets saved to the customer's location.

Want to learn more?

• See Pricebook Pro