Pricebook Home

ServiceTitan Pricebook is a central component important to operating the rest of ServiceTitan features, including Estimates, Invoicing, Purchasing, and more. In Pricebook, create and manage services, materials, and pieces of equipment, enabling technicians to easily find and sell to customers. Pricebook screens are usually maintained by an office coordinator to ensure items are comprehensive and up-to-date.

Setup

What you need to get started & how it works

For optimal setup and performance, make sure you perform the following actions:

• Import and export your pricebook

• Copy Pricebook from different accounts

• Troubleshoot Pricebook import errors

• Add and edit items with the Pricebook Excel template

Quick start guide

Get started with Pricebook and customize your pricebook items to better organize your services, track materials, and equipment.

In Pricebook, create:

• Categories to group common services together

• Services to include items you sell on an invoice

• Materials to track parts and components to complete services

• Equipment to track large installed items at customer locations

In Pricebook, manage:

• Your equipment types to track equipment replacement opportunities

• Estimate and proposal templates to offer customers multiple options, increasing revenue and ticket sizes

• Your pricebook with supplier catalogs to offer your customers an updated digital pricebook with items from your top suppliers

• General ledger accounts and map them to Pricebook items.

For detailed information on recommended feature settings and configurations, see Best practices playbook: Maximize Pricebook.

Required permissions

The following permissions are required to set up and manage ServiceTitan Pricebook. To have these enabled, please contact the account administrator on your team:

• Office employees should have the following permissions to edit Pricebook:        

  • Edit service

  • Edit material

  • Edit equipment

  • Edit category

  • Edit discounts and fees

  • View pricebook

  • Modify equipment cost

  • View and edit markup rules

  • View Pricing Rates                

    • Create/Edit Pricing Rates

  • Edit customer & location rate sheets

  • Edit invoice/estimate/project rate sheets

• Technicians can only view Pricebook. They can't make edits to Pricebook. They should have the following permission:        

  • View item prices

  • Mobile add on checkbox

Key workflows

Add pricebook items

Enhance your pricebook by adding services, materials, equipment, discounts, and more.

• Add services to your pricebook

• Add materials to your pricebook

• Add equipment to your pricebook

• Add sold hours to pricebook items

• Add images, PDFs, and video to your pricebook

• Add discounts and fees

• Use Other Direct Costs in pricebook

Streamline your pricebook by adding PDFs to equipment items, integrating recommendations and upgrades, and managing items and sub-items.

• Add PDFs to equipment items

• Add recommendations to services and equipment

• Add upgrades to services and equipment

• Add items and sub-items in ServiceTitan Mobile

• Create equipment types

• Create conversion opportunity tags

Edit pricebook items

Efficiently manage your pricebook by editing, bulk editing, and duplicating items, and attaching tags and materials.

• Edit pricebook items

• Bulk edit pricebook items

• Bulk link or unlink materials and equipment to services

• Duplicate pricebook items

• Attach tags with services

• Attach materials to services or equipment

Manage pricebook items

Manage your pricebook by setting up categories and tracking replacement jobs.

• Create and manage categories and subcategories in Pricebook

• Set up your account for replacement opportunities

• Manage replacement opportunities

• Review mobile versions of pricebook items

• Manage template pricebook items

Customize your pricebook permissions and set prices for your pricebook items.

• Customize pricebook visibility for technicians

• Set Pricebook permissions

• Enter payroll settings

Integrate your pricebook with supplier catalogs

• Available supply chain integrations

• Update your pricebook with Pricebook Connect

Dynamic pricing

Use Dynamic Pricing to automatically adjust flat-rate service prices based on real-world factors like after-hours work, add-ons, and memberships, maximizing profit and pricing accuracy.

• Dynamic Pricing Overview

• Create a Dynamic Pricing rule

• Add modifiers to dynamic pricing rule

• Review Dynamic Pricing calculation

Client specific pricing

Set up client specific pricing to streamline commercial billing and ensure consistent, automated rates across all jobs.

• Client specific pricing: overview and setup

• Create a client specific pricing rule

• Manage client specific pricing rules

• Assign labor types and client-specific pricing rate

• Calculate after-hours with client-specific pricing

• Apply client-specific pricing rate sheets on an invoice or estimate

Manage equipment items

Efficiently track equipment items by marking them as serviced, and attaching them to memberships, jobs, and service items.

• Manage installed equipment

• Manage equipment in ServiceTitan Mobile

• Mark equipment as serviced by a task from the office side

• Attach equipment to memberships in ServiceTitan Mobile

• Attach equipment items to service items

• Attach equipment to a job

Manage equipment, service equipment with materials and tasks, and handle equipment tags.

• Add previously installed equipment to a service location in ServiceTitan Mobile

• View equipment covered by memberships in ServiceTitan Mobile

• View the attached equipment in ServiceTitan Mobile

• Service equipment with materials or tasks in ServiceTitan Mobile

• Manage equipment tags

• Manage forms for equipment in ServiceTitan Mobile