Client Specific Pricing is used to determine the markup on Materials for Material line items on invoices. This is perfect for T&M Sales. However, if that T&M Customer wants a quote, Client Specific Pricing corrupts the invoice!!The problem is on seve...
We use dynamic pricing for most of our products. If our guys are in an area with poor service and they build an estimate, the price that populates is the static price. They have no way of knowing this until the estimate updates - sometimes after they...
Just looking for a little bit of insight. Our company is about 50% Commercial and 50% Residential. We originally set up dynamic pricing for our residential customers and created a client specific pricing rule for all of our commercial customers. We d...
COMMUNITY-I-6173 Dynamic Pricing WarrantyI would like to see a toggle similar to the toggle for an add on or chargeable material, within the pricebook on a service. When using dynamic pricing we add a replace blower motor task, the motor will be link...
We are in the process of setting up Dynamic Pricing... how are y'all handling part warranty jobs. We need to charge for labor and would like to have the material automatically added BUT if we link the material it charges for it?? Seems like there sho...
Hello. I am in the beginning stages of setting up Service Titan. I've created a category of services in the pricebook called "service charge". This is our dispatch fee. In Job Types I've assigned the appropriate service charge to each job type and th...
Any reason when I set gross margin in the dynamic pricing to 40% estimates dont show 40% they show like 43%?
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...
How is everyone efferently updating their material costs in the pricebook. I'm working on my "fall list" and dynamic pricing is on the list which will require an overhaul of our pricebook. But the first issue I'm concerned with is keeping the materia...
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...
