Pricebook

Pricebook Quantity

Is there a way to lock the PriceBook so the team can’t manipulate the quantity to lower the price, like changing something to 0.75 instead of 1?

Resolved! Price Book for Hourly Company

Is using Service Titans price book still helpful for hourly companies? We just launched on ServiceTitan at the beginning of the year & the person who had all of the support quit right after. So I am trying to fully integrate our company & workflows i...

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...

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...

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...

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...

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?

Improving Service Titan Pricebook Search for Enhanced Field Efficiency

Dear Service Titan Community and/or Design Team,**BLUF (Bottom Line Up Front):Our technicians are facing challenges with the current Service Titan search bar, hindering their efficiency in providing estimates and pricing for repair tasks. The verbati...

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...

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...

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