Announcing Time-Saving Editing Tools and Fresh, New Content for Your Pricebook

Angelica NavarroAugust 17th, 2020

ServiceTitan’s commitment to redefining the pricebook and empowering your business to deliver an exceptional customer experience is unwavering. We’ve continued to innovate the way you manage your pricebook to help you get the most out of every job. 

Beginning last December with the launch of Pricebook Connect, we simplified the process of adding and updating items to your pricebook, letting you easily stay on top of changes that keep your pricebook up to date and competitive. 

ServiceTitan is thrilled to introduce new, advanced editing and filtering tools that make managing your pricebook a snap. In addition, we’ve added the long-awaited Electrical Category pricebook as well as new HVAC General Equipment content for Pricebook Pro users.

Faster, More Efficient Ways to Edit Your Pricebook

New updates for your pricebook make it completely editable, saving you the time and hassle of exporting, editing, and re-uploading it when you need to make changes. 

The intuitive new inline editor lets you edit services, materials or equipment by simply hovering over content, clicking, and making changes as needed. 

In addition, advanced filtering now lets you narrow down search results, so you can quickly find and edit only what’s needed. Here are just a few examples of what you can do:

  • Search for a service by category, name or description. You can even search by whether or not it has upgrades or recommendations.

  • Search for materials by category, primary vendor, cost, or by whether or not it has a linked image or video.

  • Search for equipment by media, price, account, or by cross-sale group.

Lastly, you can now edit content for multiple services, materials or equipment at once by using the new bulk editing feature. Do this by selecting the items in your pricebook that you want to edit. From there, you can:

  • Add or remove images 

  • Add or remove a category

  • Add or replace item descriptions

  • Add or remove a primary vendor

  • Add or remove time increments to all items selected

  • Increase, decrease, or set price as by a flat amount or percentage

>> ServiceTitan users can learn more about editing your pricebook by visiting the Knowledge Base

For example, say your plumbing business is seeing some thin margins in the bathroom category, and you want to make some pricebook changes to improve them. Here are some steps you might consider taking:

  1. Filter down to only your bathroom category in your pricebook. 

  2. Increase your pricing by a percentage across the board on all services in that category.

  3. Edit item descriptions so they’re more clear. 

  4. Add images or videos to services or equipment to make them more appealing to a customer.

Advanced filtering and bulk editing help you do this in a fraction of the time it would take you to export your pricebook, make changes, and re-upload it. You’ll not only save time by locating and editing items quickly and easily — you’ll also improve your pricebook as a whole and impress your customers with a better experience. 

New Electrical Category for Pricebook Pro

Pricebook Pro users, we’ve heard you loud and clear...the new Electrical category pricebook is here! Based on your labor and material costs, you can now set consistent pricing while ensuring maximum profitability.

The Electrical category content includes over 500 electrical residential services and over 200 electrical materials. Based on meticulous research, industry best practices, and customer feedback, electrical service items include detailed descriptions, images, sold hours, upgrades, recommendations, and attached materials. Also, because material usage varies widely on electrical jobs, several services include generic material kits, which give technicians the flexibility to adjust attached material items on the fly while maintaining accurate pricing

The following electrical residential services are included:

  • Appliance or Equipment

  • Attic Fan

  • Breakers/Fuses

  • Ballast Replacement

  • Boxes

  • Bulbs/Lamps

  • Ceiling Fan Install/Repair

  • Circuits

  • Covers

  • Device Replace/Install

  • Doorbell Repair/Install

  • Electrical Inspections

  • Exhaust Fan/Light Repair/Install

  • Gas/Water Line Bonding

  • Grounding/Bonding System

  • Home Rewiring/Re-Device

  • Hot Tub

  • Lighting

  • Low Voltage

  • Main Electrical Service

  • Panel Repair/Install

  • Smoke/CO Detector

  • Surge Protection

  • U/G & Trenching

  • Coupons/Discounts

  • Custom Repair Services

  • Diagnosis/Troubleshooting

  • Permits

>> Request a demo of ServiceTitan Pricebook Pro to get a closer look at our electrical pricebook!

General Equipment (HVAC only)

The prices you want to charge may affect what type of equipment or accessories you use on a job. It can also affect whether or not you replace an entire system in addition to everything it touches or simply perform a retrofit. Regardless of which way you choose to go, you can be sure of one thing — you’re going to need a piece of equipment.

To that end, we’ve created a new generic equipment book that gives you the flexibility to customize installation packages with your own specific costs, materials and sold hours to suit your business’s unique needs. This allows your sales staff to present attractive, eye-catching equipment options to customers while maintaining margin and job costing accuracy on the back end. Your technicians also benefit from better organization that makes it easier to select options to add to invoices or estimates they’re presenting.

The new HVAC General Equipment category includes generic equipment used in installations of the following: 

  • Air conditioners

  • Gas furnaces

  • Heat pumps

  • Air handlers

  • Electric heating

  • Hydronic & steam boilers

  • Ductless heat pump & A/C systems

>> Request a demo of ServiceTitan Pricebook Pro to get a closer look at our HVAC pricebook!

Your Pricebook, Made Simpler

A well-organized and dynamic pricebook is an incredibly powerful tool that can help you achieve better margins, empower your technicians, and reach your business goals. We’re committed to providing easier and more efficient ways to help you manage it. 

Electrical and HVAC General Equipment categories are available to ServiceTitan customers using Pricebook Pro. If you’d like to learn more about Pricebook Pro, request a demo today at https://www.servicetitan.com/pricebookpro.

ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.

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