What is the process for updating the catalog in ServiceTitan and why are some model numbers not up to date?

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Problem

Users find that model numbers in the catalog are outdated. For example, a model number might show as "4TTR6024N1000" in the system but appears as 4TTR6024L1000 or 4TTR6024J1000 in the actual catalog. When trying to update the catalog, the system indicates that the equipment items are up to date, which is inaccurate.

Solution

Update the catalog and control your pricebook content.

Check and change update settings

  1. In ServiceTitan, go to the navigation bar and click Pricebook.

  2. Select Updates.

  3. Look for the Provider section and find the catalog you want.

  4. Click A simple icon representing a settings gear. Auto next to the provider.

  5. Select how to manage each field per supplier: automatically dismiss, automatically update, or keep managing manually. For more see, Update your pricebook with Pricebook Connect.

Understand auto-updates

  1. If the model number section shows a lock, it means it's set to auto-update and cannot be changed.

  2. This lock indicates that updates for model numbers are managed automatically, but it might not reflect the latest information from the catalog.

Confirm catalog information

  1. Compare the model numbers in ServiceTitan with the pricebook provided by your company or catalog's ordering website.

  2. If discrepancies are found, it suggests that the catalog integration might not be up to date despite the system's indication.

Contact the provider

  1. If the catalog does not reflect the latest model numbers, the issue might be on the provider's end.

  2. Contact the catalog directly to confirm the correct model numbers and inquire about updating them in ServiceTitan.

Remember, the ability to update certain fields, like model numbers, might be restricted due to the provider's settings. If changes are necessary, reaching out to the provider is the recommended course of action.