Posts

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
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Removing Deactivated Categories

I am going through and doing some Pricebook clean-up and came across an issue with deactivated categories still being listed under active services and materials. Naturally, I looked to the community to see if anyone else has found this and had a good...

Nelson_Gothard by ServiceTitan Certified Administrator
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Plumbing/Electric Materials

How is everyone managing pricebook materials for plumbing and electric. Our vendors will not give us an excel or usb with their pricebook and pricebook pro is lacking in all but basic materials. We have built our own but maintaining and constantly up...

jmoree by ServiceTitan Certified Administrator
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Dynamic Pricing question

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...

RandiThompson by ServiceTitan Certified Administrator
  • 386 Views
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Equipment becoming unattached from services in the pricebook.

We've had a few pricebook services in the last month that have had the attached equipment disappear, leading to selling techs not being able to accurately price estimates in the field.Has anyone had this issue/figured out what's causing it?

jaredtil by ServiceTitan Certified Administrator
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Audit Trail for Services/Materials/Equipment

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...

aricci92 by ServiceTitan Certified Administrator
  • 360 Views
  • 1 replies
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Updating material costs

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...

RandiThompson by ServiceTitan Certified Administrator
  • 1691 Views
  • 8 replies
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Business Unit Specific Pricing

Does anyone have an update on when the Business Unit Specific Pricing might be available? Specifically interested in using it with rate sheets (Different trades use different material markups). My commercial division is in desperate need of this now....

sjaeger by ServiceTitan Certified Administrator
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