Quick start guide to Centralized Pricebook for existing ServiceTitan customers

Overview

Centralized Pricebook helps you manage and update pricebooks for all your locations from one location. It simplifies pricing changes, ensures consistency, and saves you time.

Benefits

• Save Time: Centralize pricing updates across all locations, streamlining processes as your business scales.

• Ensure Consistency: Enforce uniform pricing and compliance standards with controlled editing to prevent unauthorized changes.

• Flexible Control: Customize and automate location-specific updates, balancing centralized oversight with local adaptability.

Part 1: Configuration

• Centralized Pricebook requires an Enterprise Hub network. Contact your Customer Success Manager (CSM) to request a network or contact technical support for details.

• Grant access to Centralized Pricebook for user roles.

Part 2: Migration and setup

• Access Centralized Pricebook in Enterprise Hub.

• Create a new Centralized Pricebook.

  • Set a display name and internal name, attach a logo, and add internal notes.

  • Lock and unlock service, material, and equipment items.

• Import the Template Tenant Pricebook:

  • Import with the XLSX template.

  • Manage import errors, such as missing information, incorrect data format, and dependencies.

Part 3: Sync Tenant Pricebook with Centralized Pricebook

• Map existing tenant items to Centralized Pricebook items to keep the inventory and purchasing history for the mapped existing tenant item.

• To avoid duplicates, map items in the tenant Pricebook before pushing Centralized Pricebook to the tenant.

• Use Pricebook Connect  for Centralized Pricebook updates, history log records, dismissed updates, and catalogs.

Part 4: Manage Centralized Pricebook

• Edit Pricebook items using inline edit and bulk edit

• Add categories, services, materials, and equipment.

• You can’t change the category hierarchy after it is set, as Pricebook Connect currently doesn’t support such changes. If you need to adjust the category hierarchy, please make changes directly in your tenant pricebook

Part 5: Push Pricebook Items to Tenants

• Options for pushing items:

  • Full pricebook push

  • Selective push for new items

  • Automation Settings: auto-update vs. manual update

• Manage push errors and review push history.

Part 6: Advanced Features

• Manage locked fields on the Set Details screen.

• Use GL Account Management in Advanced Settings to pull default GL accounts from a source tenant.

• Set up inventory tracking to sync status across tenants.

• Use automation settings for tenant updates.

Additional resources

• Contact your CSM, technical support, or Enterprise Hub help center

• Visit ServiceTitan Academy and enroll in Enterprise Hub Basics

• See Enterprise Hub