Pricebook
How do I map Catalog items to my Pricebook?
You can add new items from the vendor's product catalog to your pricebook or map items from your pricebook with the vendor's product catalog. For more information, see Add provider catalog items to your pricebook with Pricebook Connect, Map provider catalogs to your pricebook with Pricebook Connect and Upload purchasing history from vendor.
How should I keep my Pricebook's content up to date?
Update the Pricebook Connect > Updates section to show which product attribute fields, such as name, code, and description will be dismissed, automatically updated, or manually updated. Use ServiceTitan's Map to Provider feature to match items and choose which fields are overwritten or kept intact. For more, see Update your pricebook with Pricebook Connect and Map provider catalogs to your pricebook with Pricebook Connect.
Pricing
How should I keep my Pricebook's pricing up to date?
ServiceTitan refers to pricing as the price that you charge to your end customers for flat-rate services or time and materials services. ServiceTitan refers to costs as the price that you are being charged when you purchase equipment or materials from vendors.
Once you add items such as equipment or materials from your vendor or map your existing items from your pricebook with the vendor's product catalog, you can manually review item cost updates or automatically update costs based on product catalog settings.
Do I have to run a job to update the Pricebook?
No, update the Pricebook Connect > Updates section to show which product attribute fields, such as name, code, and description will be dismissed, automatically updated, or manually updated. As the items are being updated by the vendor in the vendor's product catalog, you will be able to use the Pricebook Connect Update section to review the added or mapped item updates.
For more detailed instructions, see Update your pricebook with Pricebook Connect.
Once I complete mapping my Pricebook items to the supplier catalog, how will I see pricing?
Costs are only displayed for the equipment or materials in the vendor's catalog after the following has occurred:
Full Procurement Integration is enabled with the vendor
Items have been added directly from the vendor's catalog or mapped from the vendor's catalog to your pricebook
ServiceTitan retrieves contractor-specific pricing from the vendor's pricing API on the next business day for the items that have been added or mapped
What is real-time pricing and availability?
Real-time pricing and availability allows you to retrieve up-to-date costs based on contractor-specific pricing and inventory levels (quantity on hand) from vendors only when a purchase order is created. You can successfully send electronic purchase orders to vendors without cost and quantity discrepancies. For more, see Check real-time availability and pricing of PO items.
Purchase orders
Can I make purchases outside of a job?
Yes, you can purchase outside of a job in what ServiceTitan refers to as non-job PO. For more, see Create purchase orders.
Does ServiceTitan display the order status today?
When an electronic PO is submitted, the supplier sends back an acknowledgment to ServiceTitan to confirm the PO was sent successfully. If there are errors, the supplier sends back a negative acknowledgment with a memo to denote the error.
Can I select a different PO delivery method or address?
Yes, you can update the purchase order's Ship To location to the vendor's counter for pick up, your warehouse, direct shipment to a job location, or direct shipment to a technician's home.
Are invoices transmitted back to ServiceTitan electronically?
No, ServiceTitan's Full Procurement Integration does not include retrieving the vendor's invoice.
How are backorders represented in the system?
If you send an electronic PO for items that are not available at the location specified, then the vendor can determine whether to accept the purchase order with the intent to fulfill it through internal warehouse transfers.
How are returns and credits processed?
Currently, ServiceTitan's Full Procurement Integration doesn't have the capability to handle returns and credits directly with the use of the integration.