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...
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...
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...
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...
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!
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5330
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...
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...
Hello!So when I go into price setup and try to change my man-hours from 1 to 2 (for example), my overall price for the service doesn't change. Shouldn't that price double in its amount? Do I have to change the overall price of service manually?
Hello everyone, my name is Joyce and I work with Total Improvements, which is an HVAC and Construction Company!My team and I have been struggling with PriceBook for quite some time now. I just wanted to come on here hoping to get some help. I was won...
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| 12-10-2024 01:30 PM |
