ProblemThe current tagging automation within ServiceTitan’s Pricebook is not thorough enough to handle many workflows efficiently. As a result, managers and CRM office users must spend excessive time manually inputting and reviewing call data. This r...
Hi ST & its users,Happy Thursday! I was wondering if there was an audit trail for the Pricebook tab? If not, I think it would be a great addition to Service Titan (if possible of course). Thanks!
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?
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...
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...
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...
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...
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...
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?
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...
