Pricebook

Posts

Price Setup Page Changed

Hey All, Is anyone else's price setup showing every category available now? Ours used to show three or four categories making it much easier to see the ones we use price setup for most often. If we are going to see all categories should we have the o...

Price Setup Change.png
aricci92 by ServiceTitan Certified Administrator
  • 1026 Views
  • 1 replies
  • 0 kudos

Audit Trail for Services/Materials/Equipment

Wondering what thoughts are on an audit trail for prices in Services/Materials/Equipment. That way if you click into something you can see how prices have changed and who has done it. For services you could also see what material or equipment has cha...

aricci92 by ServiceTitan Certified Administrator
  • 756 Views
  • 1 replies
  • 2 kudos

New Pricebook

I began rebuilding my pricebook for launch the first of the year. This was all done inside the practice environment at the recommendation of my CSM to prevent disruption to my active pricebook pro and daily workflow. After nearly 100 hours of work im...

domenic_ by New Contributor II
  • 1337 Views
  • 2 replies
  • 0 kudos

Quoting HVAC system replacements

We have struggled finding a workflow for our comfort advisors. Currently they do not use ServiceTitan for scheduling calls and quoting. We use Google Calendar for scheduling, a Google Sheet template for building the price and a Google Doc template fo...

marlin by New Contributor II
  • 2142 Views
  • 5 replies
  • 1 kudos

variable markups based on quantity

The current process for material markups in our ServiceTitan Price Book is based off cost thresholds.This has caused some items to be significantly marked up vs prior pricing.Example:12/2 Romex is in the system by the foot at a cost of $0.49, which h...

Client Specific Pricing

In my first Feature Spotlight: Why Client Specific Pricing Matters, I write about what it does, why you should use it with your commercial and new construction clients, and how to get started. Check it out at the link above!

Assemblies Workflow in ServiceTitan

Hello everyone, My name is Brian Crumby and I'm the Supply Chain Product Manager at ServiceTitan. My team and I would love the opportunity to chat with our amazing customers to show you our new assembly workflow design, which will be used to streamli...

bcrumby
by New Contributor
  • 1444 Views
  • 2 replies
  • 2 kudos

Rebuilding a PriceBook from scratch

Fun topic that nobody really talks about because it is rather daunting: rebuilding a PriceBook. My company has been with ServiceTitan for a few years now, and for our PriceBook, we have services and materials from at least 4 different versions of pri...

Nelson_Gothard by ServiceTitan Certified Administrator
  • 1577 Views
  • 2 replies
  • 1 kudos
Labels