Need ways to clean up the pricebook more efficiently.

Jaycarlson96
New Contributor

About a year ago we started our company and started to ST. Went through all the onboarding and at the time felt like it was all coming together. after about 6 months of using it we found out that nothing was set up the correct way. Memberships weren't working properly, pricing was so massed up and had so much crap that I couldn't get rid of. Now I know we can deactivate things and reactivate things but in my eyes we need to just be able to delete it out of our system or have the ability to start over from scratch. I have learned a lot over the past year and half. The system is flawed in a lot of ways especially when it comes to simplicity I feel. There are much better ways of doing things that are just not possible in ST when it comes to building Services, Equipment pricing, Material pricing, Estimate Templates and Proposal Templates. 

1 REPLY 1

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

If you want to, you can definitely start over from scratch with your pricebook. You can export everything out into Excel, and when you import, click the "deactivate current pricebook" checkbox. There are definitely best practices for all areas of ServiceTitan - it takes some time to learn it all and get it implemented in the best way for your business.

 

Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert