Pricebook
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Posts

Editing estimate/proposal templates

The new update does not allow you to edit the price of proposal or estimate templates, so when we need to change our pricing I have to delete and make new ones for each one it's extremely frustrating. We use the STATIC ones because we build in labor ...

bgold4 by New Contributor
  • 236 Views
  • 1 replies
  • 1 kudos

Configurable Material by Category

Love the Configurable Material / Equipment feature. Can this be done by Category instead of entering each and every line item. It would be much easier to enter and also much easier to manage when adding or removing material that needs to be added or ...

BDJ by New Contributor III
  • 809 Views
  • 0 replies
  • 0 kudos

Editing Pricebook mobile view

A nice feature for Service Titan to add would be the ability to edit while in the Pricebook Mobile View. Has this been discussed previously?

JB2ICE by New Contributor
  • 1255 Views
  • 2 replies
  • 1 kudos

Inactivate equipment but keep the serialization history

I am wondering if there is a way to inactivate equipment in the pricebook or to show that the specific item(s) are no longer available and that these items are not accidentally "sold," However, I the part that I can not figure out is how to do this a...

jhoskins by New Contributor
  • 985 Views
  • 0 replies
  • 0 kudos

How do I add custom materials / equipment to estimate

How would I add a custom material/equipment to the estimate without having that material/equipment inside the price book? Whenever I am building the estimate on the mobile side or the office. Is that something possible inside the Service Titan?

Pricebook saved favorites.

I believe it would be more efficient to have a favorites category for constantly used items from the Pricebook. Rather that searching for an item each time, simply save it to your favorites and reference that list, which will inevitably be much small...

JasonM1 by New Contributor
  • 1544 Views
  • 1 replies
  • 1 kudos

Handyman Pricebook

Wanted to see what other handyman companies might be doing for their pricebooks? For ours we currently just have a time sheet of 1 hour to 16 hours with a price attached to each of those times. The techs then have to determine how long a project migh...

ZachZ by New Contributor
  • 926 Views
  • 0 replies
  • 0 kudos
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