Equipment Variants Option in the Pricebook

blakjack009
New Contributor

Something I think needs to be implemented into ST pricebook is variants in equipment. For example picking equipment, and then having option A or B popping up to choose from.

ie. HVAC full system > open options for "gas" or "electric"

ie. HVAC Evaporator Coil 3 ton gets selected > see options for "a width" "b width" "c width"

This would reduce clutter in the pricebook heavily. 

Almost like conditional logic but for the pricebook.

1 REPLY 1

Rachel_Young
ServiceTitan Certified Provider
ServiceTitan Certified Provider

I agree a system design or compatibility feature would be helpful and I believe this is in the ideas section of the community! Currently, you can use categories and sub-categories to create some of this logic, for example, HVAC system>gas or electric>good/better/best system match-ups>tonnage>. If you then combine that with setting up recommendations or upgrades on the pricebook system match-up services themselves it can be a rather powerful tool. A lot to set up though, I'll link the community idea here if I find it!