Price Right. Sell More. Leave Nothing on the Table.
A pricebook that hasn’t been touched since implementation isn’t a pricebook — it’s a liability.
Outdated prices, inconsistent task structures, and techs who can’t present options confidently cost you real margin on every job. We build and optimize ServiceTitan pricebooks so your team sells with confidence and your customers understand what they’re buying.
A Pricebook That Works the Way Your Techs Work
Whether you need a pricebook built from scratch or an existing one cleaned up and restructured, we do both. The result is a pricebook your techs will actually use and your customers can understand.
Pricebook Assessment & Cleanup
- Audit your existing pricebook for outdated prices, duplicates, and structural inconsistencies
- Review task and material setup – flat rate vs. time-and-material alignment
- Identify items that are miscategorized, unmapped to inventory, or missing cost data
- Deliver a prioritized cleanup plan before any changes are made
Pricebook Build or Restructure
- Build net-new pricebooks or restructure existing ones from the ground up
- Integrate flat-rate pricing from third-party sources where applicable (Profit Rhino, Service World, and others)
- Structure tasks and materials to support accurate job costing and payroll calculations downstream
- Organize categories and subcategories for fast technician navigation in the field
Good-Better-Best Option Presentation
- Configure tiered option presentation so techs can offer customers multiple repair or replacement paths
- Build presentation-ready service options that educate customers and support informed decision-making
- Align option tiers with your actual inventory, labor rates, and margin targets
- Train techs on how to walk customers through options without pressure or confusion
Financing Option Visibility
- Configure financing options within the pricebook so they’re visible to customers at the point of presentation
- Align financing display with your approved financing partners and offer structures
- Ensure techs can present financing as a natural part of the sales conversation not an afterthought
- Reduce lost jobs caused by sticker shock when customers don’t know financing is available
Tech Adoption & Customer Education Setup
- Configure the pricebook so it serves as a sales tool, not just a price list
- Build in service descriptions that help customers understand what they’re buying and why it matters
- Set up the technician presentation workflow so every visit follows a consistent, professional process
- Train field staff on how to use pricebook options to educate customers and close with confidence
How We Optimize Your Pricebook
We map your services, labor rates, material costs, and margin targets, and flag anything that doesn’t add up before we touch a single line item. You see the full picture before we build.
We build or restructure your pricebook so it matches how your business actually operates. That includes flat-rate tasks, material mappings, Good-Better-Best option sets, financing visibility, and category organization that makes sense for your techs in the field not just in the back office.
We train your technicians on how to navigate options, present choices, and walk customers through financing so every job starts with a confident, professional presentation instead of a guess.