Overview
With Pricebook Connect, you can add items to your Pricebook from Pricebook Pro, supplier catalogs, and other integrated providers.
Who uses this feature
Administrators and managers
Primarily for Residential Service & Replacement business types
Feature configuration
To get started with Pricebook Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Things to know
To add a new provider catalog, contact Technical Support. For more information, see Available supply chain integrations.
You can edit items after adding them to your pricebook.
Certain item fields that are managed by an integrated supplier, such as name and code, may be locked and cannot be updated.
By default, Pricebook Pro categories are inactive for technicians. Proposal templates generated through Pricebook Pro instantly become active, making categories immediately visible to technicians. To efficiently manage your categories, avoid downloading entire categories; instead, open each category or subcategory and add the desired items.
For suppliers with Real-Time Pricing enabled, you can now see live costs while browsing the vendor catalog in Pricebook > Pricebook Connect > Catalogs after the account setup is complete This eliminates the need to add or map items first and speeds up the process by reducing wait time for system syncs.
Note: This doesn’t apply to the following Full Procurement Integration suppliers: R.E. Michel, Consolidated Supply, Gensco, Moore Supply (Hajoca), Johnstone Supply, Coburn, Trane/American Standard.
Add catalog items to your pricebook
If you have an active integration in Settings 
> Integrations > Vendor Integrations, you can seamlessly add catalog items to your pricebook, making them ready and available for use.
Go to the navigation bar and click Pricebook
.In the side menu, click Catalogs.
Click the catalog you want to browse.
The catalog categories are displayed in two sections: Services/Equipment and Materials.
Click a category item to select categories. A checkmark displays selected items.
Tip: Use the search bar to find catalog items by name, code, or vendor part number.
Hover over a category and click the checkmark to view the subcategory item in that category.
Click Show Details to open a pop-up with additional information and images.
Equipment and service details include tabs for the following:
Linked Items: Materials and equipment are included when the item is added to an invoice.
Upgrades: Similar, upgraded versions of the item that can be used for upsell opportunities.
Recommendations: Services that are frequently performed at the same time, memberships, or other services related to the item.
Assets: Video links and PDFs related to the item. Click a PDF to open it in a new browser tab.
Some catalogs have the following tags:
Added: The item is already in your pricebook.
New: The item was added to the catalog within the past 60 days.
Update: The item has updated provider information.
7. Click Select All to select all items or categories displayed.
The total number of items is displayed at the bottom of the screen.
Tip: If you browse to a different category, any selected items remain selected. Click Clear All Selections to start over.
8. When you’re finished, click Add to Pricebook.
After the items are added to your pricebook, you receive a notification at the top of the screen.
Search and edit the item in your pricebook to verify the item is linked to the correct vendor.
Assigning correct vendors to newly added catalog items in pricebook
If your integration is not active in Settings > Integrations > Vendor Integrations, you can manually select a primary vendor or activate vendors for items added or mapped to your pricebook.
If your catalogs are linked to the correct vendors in the vendor settings, the system will prompt you to select a primary vendor when you click Add to Pricebook:
From the Add and Map items to your Pricebook? pop-up that opens, select a primary vendor from the dropdown. Search and edit the item in your pricebook to verify the item is linked to the correct vendor.
Note: The system will add items automatically once you click Add to Pricebook if you only have one vendor linked to your catalog in vendor settings.
If your catalogs aren’t linked to the correct vendors in the vendor settings, the system will prompt you to select a primary vendor and set vendors to active when you click Add to Pricebook:
In the Add and Map Items to Your Pricebook? pop-up that opens, click Select Vendor.
In the Select Vendor pop-up, Select primary Vendor and Set Vendor(s) to Active from the dropdown menus.
Click Continue.
Search and edit the item in your pricebook to verify the item is linked to the correct vendor.
Want to learn more?
Visit ServiceTitan Academy and enroll in Adding items to the Pricebook
See Map provider catalogs to your pricebook with Pricebook Connect