Pricebook

Posts

Unit of Measure tracking for Refrigerants?

Does anyone here use UoM to track refrigerants? If so, does it work well for your business? What procedures do you employ to ensure that refrigerant is tracked correctly in the field? Do you find that utilizing this level of tracking saves money in t...

How do I add custom materials / equipment to estimate

How would I add a custom material/equipment to the estimate without having that material/equipment inside the price book? Whenever I am building the estimate on the mobile side or the office. Is that something possible inside the Service Titan?

Resolved! Adding task prices to services

Good morning TITANS!We are transitioning to New Comp soon and I want to know if there is way to add a task price to a service so that the tech would make a percentage. Is this possible or is there someone I could reach out to?Thank you for your help ...

driley08 by New Contributor III
  • 2790 Views
  • 4 replies
  • 0 kudos

Bryant Catalog Errors

Does anyone else notice that the Bryant Catalog is not correct?Example 38mghbq Ductless head show 1 stage in the Bryant Catalog but are actually multistage.If you have does anyone know what Service Titan is doing about it and do you have a solution?

BDJ by New Contributor III
  • 1004 Views
  • 0 replies
  • 0 kudos

Resolved! How to add a technician to a job?

Was wondering how other companies are adding a helper to a job so the customer is charged for his time? The helper moves around to different jobs but the customer needs to be charged for his time. Do we list him in the price book as an add-on?Need ad...

lnorse5588 by New Contributor III
  • 2485 Views
  • 2 replies
  • 0 kudos

Pricebook saved favorites.

I believe it would be more efficient to have a favorites category for constantly used items from the Pricebook. Rather that searching for an item each time, simply save it to your favorites and reference that list, which will inevitably be much small...

JasonM1 by New Contributor
  • 1430 Views
  • 1 replies
  • 0 kudos

Handyman Pricebook

Wanted to see what other handyman companies might be doing for their pricebooks? For ours we currently just have a time sheet of 1 hour to 16 hours with a price attached to each of those times. The techs then have to determine how long a project migh...

ZachZ by New Contributor
  • 846 Views
  • 0 replies
  • 0 kudos

Removing Deactivated Categories

I am going through and doing some Pricebook clean-up and came across an issue with deactivated categories still being listed under active services and materials. Naturally, I looked to the community to see if anyone else has found this and had a good...

Nelson_Gothard by ServiceTitan Certified Administrator
  • 1355 Views
  • 1 replies
  • 0 kudos

Plumbing/Electric Materials

How is everyone managing pricebook materials for plumbing and electric. Our vendors will not give us an excel or usb with their pricebook and pricebook pro is lacking in all but basic materials. We have built our own but maintaining and constantly up...

jmoree by ServiceTitan Certified Administrator
  • 1581 Views
  • 3 replies
  • 2 kudos
Labels
Unanswered Topics