03-02-2023 08:26 AM
Does anyone know who can help me set up my pricebook for HVAC. It seems like my onboarders do not even have a reasonable suggestion.
Thanks
Kevin
Solved! Go to Solution.
03-03-2023 06:34 AM
@kkreutzer under the pricebook tab, there is a section titled "Catalogs" on the left. Click into that and you'll find a ServiceTitan Pricebook Pro Starter. You can select most commonly used services, materials, and equipment and import them into your pricebook to get you started on building. If you don't see it, ask your onboarder to "Enable Pricebook Supplier" on the backend. See snippet below of where to find this.
Hope this works out for you -- happy onboarding!
ty! @e_dunn
03-03-2023 06:22 AM
Hi @kkreutzer - welcome to the ServiceTitan Community and 🎉congratulations 🎉 on your first post! Let's see if we can get you some advice.
@Jeremy_Wick or @Sheena_Palacios - what would you recommend to @kkreutzer ?
03-03-2023 06:34 AM
@kkreutzer under the pricebook tab, there is a section titled "Catalogs" on the left. Click into that and you'll find a ServiceTitan Pricebook Pro Starter. You can select most commonly used services, materials, and equipment and import them into your pricebook to get you started on building. If you don't see it, ask your onboarder to "Enable Pricebook Supplier" on the backend. See snippet below of where to find this.
Hope this works out for you -- happy onboarding!
ty! @e_dunn
07-27-2023 01:32 PM
And if you do not have 'Catalogs' as an option, what then?
03-04-2024 08:24 PM
If you still need help, I can.