Overview
Pricebook Po is your single source of truth for everything you sell in ServiceTitan. By organizing services, materials, and equipment into categories with the right attributes — and layering Dynamic Pricing on top — you give technicians using Field Mobile App the right offers at the right price on every job, and feed Field, Contact Center, and Dispatch Pro the data they need to operate as one connected workflow.
This guide walks Administrators and Managers through the full setup: launching your pricebook with Smart Start, building categories and subcategories, configuring service and material attributes, and creating the Dynamic Pricing rules that keep prices accurate automatically.
Who uses this feature
Administrators and managers
Primarily benefits all business types
Applies to all trades
Feature configuration
Account configuration is required for Smart Start and for Smart Recommendations. To update your account, please contact your Customer Success Manager.
Things to know
Pricebook Pro is the foundation of ServiceTitan. The data you set up here drives estimates and invoices in Field Mobile App , Smart Recommendations, Contact Center Pro intake workflows, and every report Dispatch Pro and Marketing Pro use to optimize the rest of your business.
Smart Start is only available for brand-new Pricebook Pro users. Once you start Smart Start and close it before completing, you cannot reopen it later.
Services and equipment are not visible in the Field Mobile App unless they are assigned to a category or subcategory. Plan your category structure before importing items.
Dynamic Pricing applies only to materials linked to services and calculates pricing at the service level. Link materials to services first.
Each category can only have one Dynamic Pricing rule at a time, so plan your category structure before creating rules.
All new estimates automatically reflect updated pricing when you edit a Dynamic Pricing rule.
Best practices
Treat Pricebook setup as a cross-product investment. The categories, attributes, and pricing rules you configure here will appear in every quote a technician builds in the Field Mobile App, every Smart Recommendation surfaces in the field, and every booked job your Contact Center Pro CSRs handle.
Capture actual costs through materials and labor setup in the Pricebook before creating a Dynamic Pricing rule. Without accurate costs, markups will produce inaccurate prices.
Use bulk editing to assign categories and subcategories to services and equipment after you set up your category structure.
Hide categories or subcategories from view in the Field Mobile App when they are for office use only — such as deferred revenue tasks or manager discounts — so technicians don't add unconfigured items on jobs.
With Pricebook, ServiceTitan is enabled to use your data by default to enhance Smart Recommendations. You can adjust this setting anytime in Titan Intelligence data preferences. Disabling the settings will turn off all features powered by Titan Intelligence.
Use cases
A new ServiceTitan customer is moving from spreadsheets and wants a tailored, industry-grade pricebook live in minutes — Smart Start builds the catalog and starting prices automatically.
A residential service company wants technicians using the Field Mobile App to see consistent good/better/best options for every diagnostic — categorized services, upgrades, and recommendations make this possible.
A construction company uses supplier integrations and needs estimates to update automatically when material costs change — Dynamic Pricing recalculates services as supplier costs shift.
A multi-trade business wants its plumbing technicians to see only plumbing items in the Field Mobile App while HVAC technicians see only HVAC items — business unit assignments at the category level enforce this.
Step 1: Set up Pricebook with Smart Start
Smart Start gives you a personalized pricebook in minutes. It populates hundreds of commonly used items tailored to your trades, applies a baseline billable rate, sets material and equipment markups, and adds proposal templates that technicians can use immediately in the Field Mobile App.
Go to the navigation bar and click Pricebook.
In the side menu, ensure you are on the Services tab.
Click Setup.
In the window that opens, click Let's Get Started.
In the Setup section, specify all the trades for which you require services today. Options include:
HVAC Residential
HVAC Commercial
Plumbing
Electrical
Roofing
Select the country: United States or Canada.
Select the primary state (United States) or province (Canada) from the dropdown.
When finished, click Continue.
In the Catalog section, click View your tailored list to explore the catalog.
Tip: We recommend you skip this step because if you are missing items, you can add them later.
When finished, click Continue.
In the Billable Rates section, set up your billable rate and click Continue. This rate determines the labor portion of every price Dynamic Pricing calculates for services in your selected categories.
In the Markups section, set markups for materials and equipment.
When finished, click Continue.
(Optional) In the Surcharge section, add a flat or percentage surcharge to a service item .
When finished, click Continue.
Click View Import to see the items added to your Pricebook.
After Smart Start finishes:
Go to Pricebook > Services and click the Dynamic Pricing column. In the window that opens, check the pricing you set.
Go to Pricebook > Categories and unhide the categories you want technicians to view and sell in the Field Mobile App.
Note: After completing Smart Start, you can edit or add Dynamic Pricing rules in the Pricebook anytime to apply billable rates to additional categories.
Step 2: Build out your category structure
Categories and subcategories organize your pricebook so technicians can find what they need in the Field Mobile App and so Dynamic Pricing can apply the right rule to the right group of items. Smart Start creates a starter category structure for you — this step is where you refine it.
Add a category
Go to the navigation bar and click Pricebook.
In the side menu, click Categories.
Note: Click Mobile View to preview how items appear in the Field Mobile App.
On the Categories screen that opens, click + Add Category.
In the category field, enter the name of the category. Click the Blue Check to save it.
Add a subcategory
From the Categories screen, find the category you want to add a subcategory to.
At the end of the category row, click More Actions
and select Add Sub-Category.In the subcategory field that displays, enter the name of the subcategory.
Click Check to save it.
Edit additional category details
Adding rich category details improves how items present to customers in the field through the Field Mobile App.
At the end of the row of the category or subcategory you want to edit, click More Actions
and select Edit Additional Details.On the additional details screen that opens, make the necessary edits:
In the Description field, enter details that technicians can see in the Field Mobile App.
For Default Media for Subcategory Items, add default images and videos for all pricebook items assigned to this category.
For Default Recommendations, click the Services dropdown to select service recommendations to display in the Field Mobile App. When a technician adds an item within the category to an estimate or invoice, the recommendations appear in a pop-up.
When finished, click Save.
Tip: Assigning Business Units to a category controls which technicians can view those pricebook items in the Field Mobile App.
Step 3: Add services and configure service attributes
Service items are what your technicians sell on estimates and invoices in the Field Mobile App. The attributes you set on each service determine how it prices, how it appears to the customer, what add-ons technicians are prompted to suggest, and how Smart Recommendations behave.
Add a service
Go to the navigation bar and click Pricebook. The Services screen opens.
Click +Add Service.
Tip: Click Mobile View to preview how items appear in the Field Mobile App. Collapse the Pricebook side menu for more screen area to view the Services table.
The Add a Service screen opens.
Add the relevant service details on the Service Details, Commission Details, Materials, and Equipment tabs as needed. The Workflow tab is used primarily for memberships or to attach tags with services.
When you're finished entering information on all tabs, click Save. If you want to add another item, click Save and add another.
Service attributes on the Service Details tab
On the Service Details tab, enter the basic service information your technicians and customers will see. The service is activated in your pricebook by default. To deactivate the service, turn off the Active toggle.
Code: Unique identifier entered to add the service item to estimates and invoices. This field is required.
Note: In ServiceTitan you must map all your Pricebook items to QuickBooks. As the number of characters for item codes in QuickBooks is limited to 31, we recommend keeping the code character limit for items created in Pricebook to 31.
Name: Name of the service item as it appears on estimates and invoices. Do not use colons (:) in the item name.
Item Description: Description of the service that appears on estimates and invoices.
Tip: Use the toolbar to stylize and format text.
Warranty Description: Details of any warranty included with the service.
Taxable: Select if the service item is subject to sales tax.
Allow discount codes: Select if the item is eligible to be included in percentage-based discounts calculated by the field.
Allow membership discounts: Select if the item is eligible for discounts provided by membership types.
Labor service: Select to use for client-specific pricing.
Exclude from Pricebook Wizard: Select if you do not want to use the Price Setup Wizard to set prices for the service item.
Price Rule: Price rule assigned to the service item.
Dynamic Price: Base price calculated by applying the Price Rule.
Use Static Prices: Select to use static prices for the service.
Static Price: Standard price for the service item.
Static Member Price: Discounted price for customers with active memberships. If this field is $0.00, the standard price applies.
Static Add On Price: Price if this item is attached as an add-on to another service item. If this field is $0.00, the standard price applies.
Static Member Add On Price: Discounted price if this item is attached as an add-on to another service item for customers with active memberships. If this field is $0.00, the standard add-on price applies.
Hours: Estimated time to complete the service, also known as sold or billable hours. Dynamic Pricing uses this value to calculate labor prices.
Cross Sale Group: Assign similar service items to the same cross sale group to compare sales performance. You can include Cross Sale Group as a column in custom reports based on the Invoice Items and Invoice Items by Technician report templates.
General Ledger Account: If your account is configured for general ledger accounts, the name of the income GL account credited for the sale of the service item.
Categories: Select the categories you want the service item to appear in your pricebook.
Upgrades: Enter upgrade options to display when the service item is added to an estimate or invoice in the Field Mobile App.
Note: In the Field Mobile App, the viewed item is labeled Good and the upgrades are labeled Better and Best from lowest to highest price. Any items priced between Better and Best are labeled Even Better.
Recommendations: Related service items to attach as add-ons. Technicians are prompted to suggest recommendations when the item is added to an estimate or invoice. These recommendations appear alongside Titan Intelligence-powered Smart Recommendations in the Field Mobile App.
Images/Videos and Assets: Upload images, MP4 video files, and PDF assets — such as product brochures, warranty certificates, dimensional drawings, and other PDF documents — that may help your technicians when presenting estimates in Field.
Note: If you don't have a unique image, you can set a default image to display for all items without an image within a specific category.
Videos: Add YouTube links to videos that technicians can show customers.
Conversion Tags: Add conversion opportunity tags to track item sales. When the item is added to an invoice on a conversion opportunity job, the opportunity is considered converted. You can include Conversion Tags as a column in custom reports based on the Invoice Items and Invoice Items by Technician report templates.
Add material and equipment attributes
On the Materials and Equipment tabs of the Add a Service screen, attach the parts and equipment required to complete the service. These linked items are what Dynamic Pricing uses to calculate the material and equipment portion of the price.
Link every material your technicians use to deliver the service. Without linked materials, Dynamic Pricing has no costs to mark up.
For supplier-integrated materials (such as SRS Distribution, ABC Supply, or QXO for roofing), costs update automatically through Pricebook Connect, and Dynamic Pricing recalculates the service price to keep your margins intentional.
Tip: To add services in bulk, use the Pricebook Excel template. This is the best option if you are importing your pricebook for the first time or making mass changes to your pricebook.
Step 4: Manage Dynamic Pricing rules
Dynamic Pricing keeps your pricebook updated automatically by combining billable rates, markups, and optional surcharges into a single rule that applies to a group of categories. Smart Start has already created a Dynamic Pricing rule covering the categories and trades you selected. You can edit the existing rule or create new ones for categories Smart Start didn't cover.
To create a dynamic pricing rule:
Go to the navigation bar and click Pricebook.
In the side panel, go to Pricing Builder.
On the Dynamic Pricing screen that opens, click Create Rule.
Note: Depending on your account configuration, you might also see the Client Specific Pricing tab when navigating to the Pricing Builder. Proceed by selecting the Dynamic Pricing tab and choosing Dynamic Pricing when creating a rule.
There are five steps to complete your dynamic pricing setup.
Step 4.1: Categories
Select the categories you want to apply your pricing rule to. The rule applies to all items within the selected categories and subcategories.
When finished, click Continue to set billable rates.
Step 4.2: Billable Rate
Set the hourly rate for services covered by the pricing rule. This rate is multiplied by the billable hours to calculate the labor price. You can set a static rate or use progressive rates to create a sliding scale.
To set billable rates, under Billable Rate, either:
Enter a static hourly rate. For example, charge $150 per hour for all hours.
Click Use progressive rates. For example, charge $150 per hour for the first 2 hours, then $130 per hour for each additional hour.
Enter the starting range ($0 by default for the first row).
Set the upper limit of hours.
Enter the billable rate for that range.
Click + to add another range.
Tip: For the final range, enter 999 as the upper limit to cover all additional billable hours.
When you're finished, click Continue to set material and equipment markups.
Step 4.3: Markup
Set markup for materials and equipment in a service based on the pricing rule.
Price markup options:
Individual: Marks up each item separately.
Aggregate: Adds up all costs first, then applies the markup.
Markup types:
Gross margin: Sets your profit based on the final selling price. For example, with a 30% profit margin and a $100 cost, the item is priced at $142.86 — 30% of the final price is profit.
% Markup: Adds a percentage to the item's cost.
$ Markup: Adds a fixed dollar amount to the cost.
Multiplier: Multiplies the item's cost. For example, 2 × $100 = $200.
Set markup ranges:
Enter the starting range. The default starting value is $0 for the first row.
Enter the highest cost for that material range.
Set the markup for that range.
Click + to add more ranges.
Tip: For the last range, set the upper limit to $99,999 to cover all remaining material costs.
Equipment markups:
Turn on Use same rules as Material to apply the same markup to equipment.
Or follow the same steps above to set different markup rules for equipment.
Step 4.4: Surcharge (optional)
Add a flat or percentage surcharge to services covered by the pricing rule.
Step 4.5: Business Units
Set different prices for each business unit to reflect local market conditions and job types. These adjustments will override the default billing rate.
Click Add New Business Rule
In the Business Units screen that opens:
Enter the rule name.
Select the business unit from the dropdown.
From the business unit, adjust as needed.
Click + to add more Business Unit Rules.
Step 4.6 Review the rule and add modifiers
Review your rule and give it a clear name so the team can identify which pricing rule applies where.
Hover over any section and click Edit to edit that part of the setup.
Add modifiers to adjust pricing based on specific conditions.
When finished, click Continue.
Enter a Name for the rule.
(Optional) Add a description.
When finished, click Finish.
Note: Each category can only have one Dynamic Pricing rule at a time. If a service shows no dollar amount in the Dynamic Price column, the linked material doesn't yet have a cost assigned or the service isn't part of a category included in any rule.
Step 4.7 Preview the rule
Click Preview to test the rule, seeing how pricing applies to the service.
Step 5: Connect Pricebook to the rest of your ServiceTitan workflow
Once your pricebook is set up, the data flows automatically into the rest of your ServiceTitan products. There's nothing extra to configure — but it helps to know where to look:
In the Field Mobile App: Technicians see only the categories you've made visible. Services display with their Good / Better / Best upgrade options, attached images and PDFs, and the prices Dynamic Pricing calculates in real time.
In Field Pro: Smart Recommendations, powered by Titan Intelligence, surface commonly sold services based on industry sales data. After a technician adds an item to an estimate or invoice, recommendations appear in the Recommended section, marked with a Ti icon. Recommendations added manually by office employees appear first, followed by Smart Recommendations. If technicians have the necessary permissions, they will see the prices of the recommended services.
In Contact Center Pro: When a CSR books a job, the service catalog drawn from Pricebook defines what jobs and estimate templates are available — keeping intake aligned with what your technicians can actually sell.
In Dispatch Pro: Capacity and routing decisions account for the billable hours configured on each service, so the right technicians are dispatched for the right job durations.