Pricebook

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Price Builder: Gross Margin and Markup

Client Specific Pricing and Dynamic Pricing use different markup methods. This is confusing. We built dynamic prices using the default option for Gross Margin (which has always been our preferred method). In Client Specific Pricing that option is not...

BDJ by New Contributor III
  • 2178 Views
  • 3 replies
  • 1 kudos

Whats the difference? Material, Equipment, Service

Ok, so I joined a company who has been using service titan for a while now and have been trying to learn all I can. Recently I was tasked with getting the company setup in the inventory module. This company has been running for years using service ti...

KellyB by New Contributor III
  • 4325 Views
  • 6 replies
  • 4 kudos

Dynamic Pricing - Doesn't work on Equipment

Why doesn't dynamic pricing work on equipment. Dynamic Pricing uses the categories that the equipment are in and there is an equipment mark up section in Dynamic pricing. This does not make sense.Secondly, how are we to mark up equipment? Where does ...

BDJ by New Contributor III
  • 4814 Views
  • 7 replies
  • 2 kudos

“Automatically replenish this item as it is used on invoices”

Is it possible to have the system default to uncheck the box “Automatically replenish this item as it is used on invoices” when adding materials to the Pricebook?We are not using this feature at the moment and it is creating requisitions every time a...

Ben-NES by New Contributor II
  • 1672 Views
  • 2 replies
  • 0 kudos

Resolved! Dynamic: Material Calculation Feature

Does anyone know a work around for the dynamic price calculation when you do not carry the part?A problem we are facing is when we do not carry the items on our trucks or in our warehouse for a task. We have to send the tech to pick up the item(s) at...

EM by New Contributor II
  • 3023 Views
  • 2 replies
  • 0 kudos

Tracking of Task Versions

We are maintaining a separate excel to track changes we are making to Service tasks in an effort to have a better understanding of how services are performing. Does anyone have a better process then maintaining a separate spreadsheet? It would be hel...

EM by New Contributor II
  • 1328 Views
  • 1 replies
  • 0 kudos

Pricebook History

Hello, We are having issues with our prices. We increased prices last year. We recently updated Service Titian's Service/Material photos and all of a sudden all of our prices changed to an even lower amount to what they were before we increased them....

lena4800 by New Contributor
  • 2197 Views
  • 4 replies
  • 0 kudos

Permissions

Sorry if this is simple, I am looking for the correct permissions to enable pricebook edit mode? Thank you for suggestions and support.

mrlock10 by New Contributor
  • 1185 Views
  • 1 replies
  • 0 kudos

Resolved! Small Electrical Contractor

Hello, We are a small electrical contracting company with 9 employees. We are in the process of learning service titan and setting up the price book. Our process is Time & Materials. We do not us flat-rate pricing. IF there is any electrical contract...

TheresaK by New Contributor
  • 2893 Views
  • 3 replies
  • 1 kudos
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