ServiceTitan

Lens: Where should Treehouse integrate deeply instead of attempting to compete?

Lens: How does ServiceTitan translate variable labor time and material cost into a final service price — and what does that model imply for Treehouse's pricing architecture?

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Dynamic pricing · 01Step 1 — Category scope: 'Which categories should use this rule?' Pricebook tree with Drain, HVAC (checked), HVAC Equipment, Plumbing, Water Heater. A rule can be scoped to the entire pricebook or limited to selected subcategories.AdminDesktopDemo video

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Dynamic pricing · 02Step 2 — Billable rate tiers: 0.00–2.00 hrs → $250.00/hr; 2.01–99,999 hrs → $200.00/hr. Applied to HVAC and 74+ subcategories. 'Go back to a single rate' escape hatch available.AdminDesktopDemo video

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Dynamic pricing · 03Step 3 — Materials markup: tiered by part cost — $0–$1 → 400%, $1.01–$5 → 300%, $5.01–$10 → 250%, $10.01–$25 → 150%, $25.01–$50 → 150%. Four markup methods: Gross Margin, % Markup, $ Markup, Multiplier. Equipment mirrors Materials via toggle.AdminDesktopDemo video

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Dynamic pricing · 04Step 3 continued — Modifiers: Add-on (specify price for add-on items), After Hours (specify price for after-hours work), Price Level (Level 1 = 0%, Level 2 = +10%, Level 3 = +25%). 'Add another one' for more price levels.AdminDesktopDemo video

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Dynamic pricing · 05'See Rule in Action' modal: service = Replace Zone Damper Motor. Labor: 0.5 hrs × $250 = $125.00. Materials Markup: $93.04 × (1 + 100%) = +$186.08. Base Price: $311.08. Left panel: contextual factors — add-on, member status, price level (1/2/3), scheduled start time.AdminDesktopDemo video

Lens: How does ServiceTitan structure a reusable good/better/best proposal — and what is the dependency chain from pricebook item to estimate template to live proposal?

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Estimate template to proposal · 01'What's New in Estimate Templates' onboarding modal over Pricebook > Templates. Keyboard shortcuts: RETURN to add new line, TAB to move to next cell. Two tabs in background: Estimate Templates / Proposal Templates.AdminDesktopDemo video

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Estimate template to proposal · 02'No Estimate Templates' empty state. Key dependency callout: 'Before you can begin building proposal templates, you'll need estimate templates.' 'Create Estimate Template' CTA.AdminDesktopDemo video

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Estimate template to proposal · 03Create dropdown showing two distinct template types: 'Estimate template' and 'Proposal template.' Accessed from the Templates page.AdminDesktopDemo video

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Estimate template to proposal · 04Create Estimate Template modal: Dynamic (Recommended) vs Static type. Dynamic — 'Auto-updates relevant fields when pricebook is updated. Most fields cannot be edited.' Static — 'Does not update any fields when the Pricebook is updated. All fields can be edited.' Dynamic selected by default.AdminDesktopDemo video

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Estimate template to proposal · 05Modal filled: Internal Name = 'IAQ Good Package', Estimate Template Name = 'IAQ Good Package', Summary = 'Replace standard 1" filter with upgraded 5" media filter'. Dynamic selected. Continue button now active.AdminDesktopDemo video

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Estimate template to proposal · 06Full-screen template editor empty state for 'IAQ Good Package.' Four add buttons: + Service, + Equipment, + Material, + Discounts and Fees. TOTAL COST and SUB-TOTAL both '—'. 'SHOW SUMMARY' and 'View/Edit Details' links at top.AdminDesktopDemo video

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Estimate template to proposal · 07Services section with 'Select an item' dropdown open showing 'No results found.' Columns: Name & Code, Description, QTY, Is Add On?, Unit Price, Total Price.AdminDesktopDemo video

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Estimate template to proposal · 08'Install UltraVation 16...' (code FPR10141-1), QTY 1.00, Is Add On? off, Unit Price $940.00, Total Price $940.00. SUB-TOTAL $940.00. Keyboard shortcuts: RETURN / TAB / SHIFT+TAB visible.AdminDesktopDemo video

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Estimate template to proposal · 09View/Edit Service Details modal: Name = 'Install UltraVation 16x25x5 v...', Code = FPR10141-1, Description (rich text IAQ copy), QTY 1.00, Unit Price $940.00, Total Price $940.00, Is Add On toggle off.AdminDesktopDemo video

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Estimate template to proposal · 10Templates list: 'IAQ Good Package' row (Dynamic, Total Cost $0.00, Total Price $940.00, Last Modified 11/18/2020, Active). ⋮ menu open with Duplicate highlighted. This is the Good/Better/Best authoring pattern.AdminDesktopDemo video

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Estimate template to proposal · 11IAQ Better Package editor: Services — 'Install UltraVation 16x25x...' $940.00 + 'Blue Tube UV Light S...' (FPR0224) $902.85. Materials — 'Blue Tube UV Light Sy...' (LB1-099), Unit Cost $218.20, Total Cost $218.20. Unit Price / Total Price = '—'. TOTAL COST $218.20, SUB-TOTAL $1,842.85.AdminDesktopDemo video

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Estimate template to proposal · 12Create Proposal Template modal: Proposal Template Name = 'IAQ Packages', Business Units = Service × Maintenance ×. Background shows all three estimate templates now exist: IAQ Good Package / IAQ Better Package / IAQ Best Package.AdminDesktopDemo video

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Estimate template to proposal · 13Proposal builder split layout: left = Estimate Template Library (IAQ Good $940 / IAQ Better $1,842.85 / IAQ Best $4,678.05). Right = Proposal Type dropdown listing all options: Basic/Better/Best, Good/Better/Best, Repair/Replace/Upgrade, Silver/Gold/Platinum, Essential/Premium/Ultimate, Option 1/2/3.AdminDesktopDemo video

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Estimate template to proposal · 14Proposal builder with Good/Better/Best selected: three color-coded drop zones — Good (teal), Better (purple), Best (dark) — each showing 'Drag and Drop to add estimate template.' Left library: IAQ Good $940 / IAQ Better $1,842.85 / IAQ Best $4,678.05 ready to drag.AdminDesktopDemo video

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Estimate template to proposal · 15Proposal Types management modal showing all 7 tier naming conventions with team icons and ⋮ menus. Background: Proposal Templates tab with 'IAQ Packages' marked Live — Good, Better, Best / Business Units: Service +1 / Status: Live.AdminDesktopDemo video

Lens: How does ServiceTitan's spec-based template system translate measurement form inputs into a fully calculated Good/Better/Best estimate without manual line-item entry — and what does this formula-driven approach imply for Treehouse's scoping workflow?

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Spec-based estimate template (desktop) · 01Pricebook navigation flyout open from the dashboard sidebar. Sub-sections: Services, Materials, Equipment, Other Direct Costs, Discounts & Fees, Categories, Price Setup, History, Pricing Builder, Templates. 'Go Live TBD: 2 of 24 Features, 0% Training' badge visible — this is a sandbox account mid-onboarding.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 02Templates page, Estimate Templates tab. Three templates: Better (Dynamic), Good (Dynamic), Best (Dynamic) — all created 11/3/2025, Active. Columns: Name, Internal Name, Summary, Type, Total Cost, Total Price, Last Modified, Active.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 03Spec Based Templates tab with info banner: 'Spec Based Templates help you turn form inputs like roof measurements or number of layers into ready-to-go estimates. By linking form fields to Pricebook items and using simple formulas, the system does the math for you.' Three active templates: Default Spec-Based Estimate Template (Exterior Measurements, Good/Better/Best), Sloped Roofing and Gutters (Sloped Roofing, Good/Better/Best), Flat Roofing (Flat Roofing, Flat Roofing).AdminDesktopDemo video

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Spec-based estimate template (desktop) · 04Create Spec Based Template wizard, Step 1: Select Form. Five-step progress bar at top. Template being configured: 'Sloped Roofing and Gutters.' Form list shows all ST Forms: 1a. Arrival Checklist, 2.eb Sales Appointment Result (Simple), 2e. Sales Appointment Result (Detailed), Additional Information, Additional Materials Used (Example - Tie to Install SBET), Extended Contract/Additional Signatures, Exterior Measurements (Locked), Flat Roofing (Locked), Follow-up Form, Job Completion Checklist. 'Import' and '+ Add Form' buttons available.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 05Step 2: Select Source. Error state: 'No form source mapping found' — no mapping has been set up for GAF QuickMeasure, EagleView, or Hover yet. Three integration tiles shown (all unchecked): GAF QuickMeasure, EagleView, Hover. Right panel: 'Select a source to map the form field with.'AdminDesktopDemo video

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Spec-based estimate template (desktop) · 06Settings > Integrations > Measurements page. Three provider cards: GAF QuickMeasure ('single-family roof measurements in under an hour'), EagleView ('detailed property measurements to win bids and order the right materials'), Hover ('measure, design, and estimate exterior home improvement projects'). Each with a Configure button.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 07Step 3: Select Proposal Type. 'Good, Better, Best' selected (the previously configured proposal type). Three color chips below the dropdown: Good (teal), Better (purple), Best (dark). The spec-based template will output three estimate tiers using this naming.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 08Step 3: Proposal Type dropdown expanded. Eight naming options: Good, Better, Best (selected/highlighted); Basic, Better, Best; Basic, Premium, Premium Plus; Essential, Premium, Ultimate; Flat Roofing; Option 1, Option 2, Option 3; Repair, Replace, Upgrade; Silver, Gold, Platinum. '+ Add Proposal Type' at the bottom.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 09Step 4: Set Up Estimate & Create Formula. Good tab active. Item Group: 'Sloped Roof Replacement' (68 items). Services section: Supply and Install W Valley Flashing (ROOF-700) and Sloped roof replacement (IG-100, Parent). Formula column partially visible. Import / Import History buttons at top right. + Service / + Equipment / + Material / + Other Direct Cost / + Discounts and Fees / + Item Group add buttons.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 10Step 4 scrolled. Full formulas visible. Supply and Install W Valley Flashing: `Roundup([Valleys]/9*([Waste factor]/100+1),0)`. Sloped roof replacement: `IF(contains([Select services], 'Sloped roof'), 1, 0)`. Materials section: Coil Roofing Nails (1-1/4") with formula `Roundup(((SQ of roof]*320)/7200)*([Waste factor]/100+1)),0)`, Plastic cap nails (1") with similar area-based formula, Galvanized ring shank framing nails (2-3/8"), Hex washer head roofing screws (1-1/2"), Masonry anchors (1-1/4").AdminDesktopDemo video

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Spec-based estimate template (desktop) · 11Step 4: copy dropdown open, Good tab active. Checkboxes for Better and Best (unchecked). 'Select All / None' controls and Apply button. The control copies the formula configuration from Good to the selected other tiers.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 12Create Formula modal for 'Coil Roofing Nails (1-1/4")'. Three-panel layout. Left: Form Fields (searchable) — Are there sections with 2+ stories?, SQ of additional story, Are there sections with hard access?, SQ of hard access, Will the job require a ground drop?, SQ of roof, SQ 2/12-4/12, SQ 5/12-8/12, SQ 9/12-12/12. Center: current formula `ROUNDUP(((SQ of roof)*320)/7200)*((Waste factor)/100+1),0)` with 'Formula is valid.' Right: Test Formula — Waste factor, SQ of roof inputs; Result = 0. Formula Builder Guide with operator reference below.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 13Create Formula modal: Test Formula filled with Waste factor = 10, SQ of roof = 25, Result = 2. Left panel scrolled to show slope-specific form fields: Step flashing, Counter flashing, Headwall slope, 1/12 through 7/12 headwalls. Formula `ROUNDUP(((SQ of roof)*320)/7200)*((Waste factor]/100+1),0)` confirmed valid with a realistic test case.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 14Formula Builder Guide scrolled to show all available functions: IF/THEN syntax with example, IFS (multi-condition), BETWEEN (range check), NULL (empty check), OR, AND, CONTAINS (substring check), INCLUDESANY (field includes any of listed values), INCLUDESALL (field includes all listed values), ROUNDUP (with decimal places). Each shows a syntax pattern and a realistic example.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 15Step 5: Review & Finish. Three-column Good / Better / Best layout. Each column: ITEMS 185. Item Group: Sloped Roof Replacement. Services: Supply and Install W Valley Flashing, Sloped roof replacement. Materials: Coil Roofing Nails (1-1/4"), Plastic cap nails (1"), Galvanized ring shank framing nails (2-3/8"), Hex washer head roofing screws (1-1/2"), Masonry anchors (1-1/4"), High performance roof sealant, 7/16 in. 4x8 OSB sheathing, 1/2 in. 4x8 plywood, 3/8 in. 4x8 plywood, 1x6 Deck Board, Standard step Flashing, Counter Flashing, Headwall Flashing Bent To 1/12 through 7/12.AdminDesktopDemo video

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Spec-based estimate template (desktop) · 16Step 5 scrolled: additional materials visible in all three columns — Headwall Flashing Bent To 1/12 through 7/12 (a separate formula per pitch slope) and more items continuing below. The identical item list across Good / Better / Best confirms the shared material scope with tier differentiation coming from the formula outputs (quantities may differ) and any tier-specific additional items.AdminDesktopDemo video

Lens: What does it look like when a field technician completes a measurement form on mobile and the spec-based template engine auto-generates a priced Good/Better/Best estimate in real time?

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Spec-based estimate template (mobile) · 01ServiceTitan mobile app: JOB #32863889-1 'Estimate - Roof Replacement,' status Working, Fri Dec 12 2025 1:03 PM, 2 hrs scheduled. Customer: Tim Drake, 44040 Ford Road Canton Township. Action buttons: Contact, Directions, Ask Atlas. Job Summary: 'Do a good job showing off spec-based estimate templates on the mobile side.' Bottom bar: timer, Add, Close Out.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 02Forms tab (count badge: 1) on the job. Filter: Business Unit = Roofing Sales, Type = ST Forms. Four forms assigned: 2e. Sales Appointment Result (Detailed) [Required badge], Extended Contract / Additional Signatures, 1a. Arrival Checklist #32863889-1, 2.eb Sales Appointment Result Form (Simple).TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 03Forms list scrolled to reveal three forms tagged 'Generates estimate on completion': Exterior Measurements, Flat Roofing, Sloped Roofing. Additional forms without the tag: Follow-up Form (Optional), Job Completion Checklist, Lead Request, Measurement Form: Roofing Per Sq, Revised Exterior Measurements. The tag visually distinguishes which forms trigger the auto-calculation from which forms collect other job data.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 04Sloped Roofing form open. 'Conditional logic' badge in the header with help icon. Section: 'What services are you offering?' — checkbox list: Sloped Roof, Skylights, Chimneys, Gutters, Soffit & Fascia, Flat Roofing (all unchecked). Save / Complete / forward navigation buttons at the bottom.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 05Sloped Roofing form scrolled to 'Sloped roof information' section. Required field: 'Is a permit required?' (dropdown). 'Waste factor *' (numeric) with instruction: 'What waste percentage will be used? Write the percentage as a number. For example, 12% would be 12.' Each question has Media (0) / Note / flag controls beneath it for attaching photos or notes.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 06Form continues: 'Is the existing roof being removed?' (dropdown), 'Are there sections with 2 or more stories?' (dropdown), 'Are there sections with hard access? Are any areas of the roof difficult for the crew to access?' (dropdown). Each with Media / Note / flag controls for attaching site photos or adding context notes.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 07Section: 'What style of pipe boots will be used?' Checkbox list: '4 in 1 pipe boots' (checked), Lifetime pipe boots, Lead pipe boots, Bathroom vent. Numeric keyboard visible for the '4 in 1 — How many regular 4 in 1 pipe boots are there?' quantity field below the checkboxes.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 08'4 in 1 pipe boots' checked with quantity filled. 'Creating estimates' loading sheet appearing at the bottom of the screen with a spinner — triggered by form completion. This is the spec-based template engine running: it receives the form data and calculates all 185 line item quantities simultaneously.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 09Estimates tab (count: 3) immediately after form completion. 'Calculate' button and 'Pricing display' dropdown visible. 'Add Estimates From Template' CTA. First estimate: Good (teal header) — Total $10,653.12, 27 ITEMS, 10 Service(s) + 17 Material(s), linked to 'Sloped Roofing' form. 'Recommend' checkbox and copy/⋮ icons. Second card: Better (purple). 'Present Proposal' and 'Add' buttons at bottom.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 10Good tier estimate detail expanded. Header: Good (teal). Fields: Summary (Add), Documents (Add), Findings (Add), Notes (Add), Items 9+ (Edit). Warning: 'Price levels need to be set on 10 items.' Item Groups (1): 'Sloped Roof Replacement' $2,531.52, Qty 1.00, Remove / Replace actions.TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 11Good tier: 'Sloped Roof Replacement' item group expanded. 11 sub-items: Supply and Install W Valley Flashing $54.72 (Qty 5), then materials at $0.00 — W Valley Flashing-color (Qty 5), Coil Roofing Nails 1-1/4" (Qty 2), Plastic cap nails 1" (Qty 8), Hex washer head roofing screws (Qty 1), Masonry anchors (Qty 2), High performance roof sealant (Qty 5), Standard step Flashing (Qty 4), Counter Flashing (Qty 7), 750 box vent (Qty 6).TechnicianMobileDemo video

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Spec-based estimate template (mobile) · 12Good tier: Services section. Four services with formula-calculated quantities: Supply and Install Shingle Manufact... $4,017.60 (Qty 93), Supply and Install Good Synthetic ro... $218.88 (Qty 4), Supply and Install Good Ice and Wat... $218.88 (Qty 4), Supply and Install Good Starter Shin... $218.88 (Qty 4). Item Group 'Sloped Roof Replacement' $2,531.52 shown collapsed above. Remove / Replace per-item actions.TechnicianMobileDemo video

Lens: How does ServiceTitan's pricebook serve as the connective layer between a contractor's service catalog, third-party supplier catalogs (Pricebook Connect), and the Titan Intelligence AI that maps materials to services at estimate time — and what does this suggest about the infrastructure cost of adopting ServiceTitan at meaningful depth?

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Pricebook: services, materials, catalogs, and Titan Intelligence · 01Pricebook > Services list in Edit Mode. Columns: Name & Code, Tech Specific Bonus, Pays Comm, Linked Materials, Linked Equipment, Conversion Tags. Visible services include grab bar installs (ADA-100/101/102/103), sight glass services, and Seal Ductwork. 'Seal Ductwork - Level 1' shows 1.5 materials (a fractional linked material quantity). Conversion Tags column shows Follow-Up, Inspection, Maintenance tags on 'Reinstall Bath Level.' 'Mobile View' and '+ Add Service' buttons in the header.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 02Services list in Edit Mode. 'Install 12" Grab Bar' row is highlighted and shows inline edit controls: pencil icon (edit), green check (save), red X (cancel), and a green circular-arrow sync icon (re-sync from provider). First row name changed to 'Reinstall Bath Level 2' — confirming that inline edits apply immediately.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 03Services list in Edit Mode with expanded column set: Name, Code, Category, Description, Business Unit, Hours. Items: Reinstall Bath Level (ABF-2983, Drain Repair/Plumbing Service/+1 categories, 'Reinstall Bath123 1', Electrical-Install BU, 5 hrs), ADA grab bar series (ADA-100/101/102/103, ADA/People With... category, 1.02–1.04 hrs each), AFB commercial sight glass series (AFB-020-C/030-C, HVAC-Commercial/Air Flow, 2.4 hrs each), Seal Ductwork Level 1 (AFB-100, Plumbing Service, 0.66 hrs).AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 04Pricebook > Services, search 'capa 7.5' active. One result: 'Install/Replace 7.5 MFD Capacitor' with 1 materials linked and '+Add' for equipment. Edit Mode toggle on (blue). Pagination shows 1-1 of 1 items. The three-dot row action menu is visible at right.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 05Services list (search 'capa 7.5'), three-dot row action menu open on 'Install/Replace 7.5 MFD Capacitor': View/Edit Service (highlighted blue), Duplicate, Deactivate. No Delete — deactivation is the permanent removal mechanism, preserving history.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 06Linked Materials modal for 'Install/Replace 7.5 MFD Capacitor.' Table: Material Name | Qty | Unit Cost. Row: '7.5 mfd Capacitor' (link icon for cross-navigation) | 1.00 | $3.06. Total Cost: $3.06. '+ Add material' link. Cancel / Save buttons.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 07Same Linked Materials modal. Hovering the link icon next to '7.5 mfd Capacitor' shows tooltip 'Open in another tab' — a cross-navigation affordance to jump from the material's row in the service context directly to the material's own detail record.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 08Edit Material M-CAP-240 '7.5 mfd Capacitor' — Details tab. Fields: Code=M-CAP-240, Name=7.5 mfd Capacitor, Price=0.00, Member Price=0.00, Add On Price=0.00, Member Add On Price=0.00, Hours=0.00000, Income Account=Revenue, Expense Account=Cost of Goods Sold:Materials, Business Unit=(Select...), Categories=ServiceTitan Pricebook > HVAC Materials > Capacitors. Tabs: Details, Commission, Inventory Settings, Configurable Material. 'Revert to Provider Version' button at top right.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 09Edit Material M-CAP-240, Configurable Material tab. 'Enable Configurable Material' toggle ON. Description: 'By checking this box, when this item is added to an estimate, the user will be prompted to select from a list of other possible materials.' 'Enable Titan Intelligence Mapping & Continuous Learning' checkbox (unchecked). Material Variations table: Capacitor USA 7.5 MFD 440 Vac Oval (MAR 14031, Office Estimate, $0.00), Capacitor 7.5 MFD 440 Vac Oval (TCR SFCAP075440, $0.00), Capacitor 7.5/440/370 VAC Oval (PAC TOCF7.5, $0.00), 50/7.5 5yr capacitor 440v (MAR 14291, $0.00). '+ Add Material' link.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 10Pricebook Connect > Catalogs landing. Provider cards: Bryant (3733 items), Carrier (190 New, 4057), Gensco (67 New, 12628), Johnstone (641), Lennox (95), ServiceTitan Pricebook (31 New, selected/highlighted, 9342), Trane (1621). Below the grid: ServiceTitan Pricebook expanded, breadcrumb = Plumbing > Water Heater > Natural Gas. Items shown with '✓ Added' badges: 40/75/50 Gal Natural Gas Water Heater variants. 'Show Details' link on each card.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 11ServiceTitan Pricebook catalog — top-level categories. Services/Equipment: ADMIN (53), Drain (122), Electrical (1480), Electrical Equipment (352), HVAC-Commercial (310), HVAC-Residential (1458), HVAC Equipment (230), Plumbing (1206), Plumbing Equipment (142), Roofing (1273, 11 New), Sewer (117), Water Treatment (59). Materials: Drain Materials (56), Electrical Materials (463), HVAC Materials (594), Plumbing Materials (652).AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 12ServiceTitan Pricebook catalog > Roofing expanded. Subcategories: Custom Roofing Repairs (825), Emergency Roofing Services (3), Framing (4), Green Roofing Solutions (1), Gutters (17), Maintenance Packages (4), New Roof Installation (87), Roof Coatings (3), Roof Repairs (121), Roof Replacements (115), Solar (8), Spec Based Template Line Items (10, '10 New' badge), Steep Slope Adjustments (47, '1 New' badge), Trim Services (28).AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 13Pricebook Connect > Catalogs > Johnstone catalog, Categories view. Services/Equipment: JS Equipment (252 items), JS Equipment base (21 items). Materials: JS_CAP (49), JS_CBO (163), JS_CCA (9), JS_CCL (15), JS_CEL (132). 'Select all items' and 'Map to provider' buttons. The Johnstone category codes (JS_CAP, JS_CBO, etc.) use Johnstone's internal taxonomy.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 14Pricebook Connect > Catalogs > Johnstone catalog, JS Equipment category. Grid of HVAC equipment product cards with images: Trane ACGSZ/ACGPX/ACGPZ model families (condenser units, multiple warranty variants — 5Y LABOR ASURECARE R410, SENIOR CARE R410, etc.). Each card shows model name and 'Show Details' link. 252 items in category.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 15Equipment Details modal for 'ACGSZ-405 5Y LABOR ASURECARE R410' from Johnstone catalog. CODE: B15-464, COST: $20.00. Description: B15-464 ACGSZ-405 5Y LABOR ASURECARE R410. Tabs: Details, Linked Materials, Upgrades, Recommendations, Assets. Details: Supplier=johnstone, Brand=(blank), Manufacturer=JS, WARRANTY DURATION=11, WARRANTY DESCRIPTION='man desc 23'. 'Select item' and 'Close' buttons.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 16Pricebook > Updates page. Tabs: Services (158), Materials (593), Equipment, Categories. Provider filter = ServiceTitan Pricebook. 'Auto' gear icon. Pending services list: Acrylic Roof Coating (Roofing > Roof Coatings, Updated Aug 13, 2024, Show 1), Add New Chimney Cricket (Roofing > Roof Replacements > Chimneys, Aug 13, 2024), Advanced Roof Maintenance (Roofing > Maintenance Packages), Aluminum Fiber Roof Coating (Roofing > Roof Coatings), Basic Roof Maintenance Package (Roofing > Maintenance Packages), Build Skylight Curb (Roofing > Roof Repairs > Miscellaneous Repairs). Per-row: Provider & Name, Category path, Description preview (bulleted), Updated On, 'Show 1 >' expand.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 17Pricebook > Updates page with auto-update settings panel open for 'ServiceTitan Pricebook.' Per-field controls (all set to 'Auto Update' via blue dot): Name, Code, Description, Media and Assets, Cost, Hours, Recommendations, Upgrades, Manufacturer (locked), Model # (locked), Price, Member Price, Add On Price, Member Add On Price, Manufacturer Warranty Duration/Description, Material Cost, Status, Category Name (locked), Category Description, Category Media and Assets. Three fields are locked (cannot be set to auto-update — locked to provider values).AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 18Pricebook > Updates > Services tab, empty state after applying all pending updates: 'Your services are up to date! Check back for the latest updates.' with a cartoon-robot illustration. Provider filter and Auto gear icon still visible. Materials tab and others remain (may still have pending updates).AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 19Estimate page for 'Replace 115v universal blower motor and capacitor' (FOLLOW UP ON 08/15/2024, OPPORTUNITY 1842516, RATE SHEET: Ratesheet). Service LOCATION: Eyal Binshstock, 803 North Vista Street, Los Angeles CA 90046. SUMMARY: 'Replace 115v universal blower motor and capacitor up to 20 mfd.' Estimate Items section: Service row 'Select an item' dropdown open, search field empty. Costing panel: Price Total $0.00, all cost components $0.00.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 20Same estimate page. Service item dropdown with search 'capa 7.5' entered. Single result: 'CAP-030: Install/Replace 7.5 MFD Capacitor.' Full description shown in dropdown: 'Pinpointing the defective 7.5 MFD capacitor for a blower motor - Securely disconnecting the power and removing the old capacitor - Properly installing the new 7.5 MFD capacitor - Accurately wiring it to the blower motor - Testing to ensure it works as expected - Checking for any unusual sounds or overheating.' 'MOST' text partially visible at bottom (Most Recently Used section).AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 21Titan Intelligence item mapping panel. Service 'Install/Replace 7.5 MFD Capacitor' (CODE: CAP-030, $475.12) shown at top with image. Prompt: 'Verify your items mapping by selecting the correct item to the service.' 'ITEMS SUGGESTED BY TITAN INTELLIGENCE' (ti badge). '7.5 mfd Capacitor Selection' section: five variation options — Capacitor 7.5/440/370 VAC Oval (PAC TOCF7.5), Capacitor 7.5 MFD 440 Vac Oval (TCR SFCAP075440), 50/7.5 5yr capacitor 440v (MAR 14291), Capacitor USA 7.5 MFD 440 Vac Oval (MAR 14031), 7.5 mfd Capacitor (generic, currently selected). 'Quick Add' / 'Find more items' / Save controls. Estimate items panel partially visible on left.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 22TI mapping panel after first selection confirmed. Service: Install/Replace 7.5 MFD Capacitor (CAP-030, TOTAL PRICE $475.12). '7.5 mfd Capacitor Selection' shows green checkmark with confirmed item: 'Capacitor USA 7.5 MFD 440 Vac Oval' and an 'Edit' button. Panel is otherwise empty (no remaining selections). Documents section at bottom left shows two reference images of capacitors. Job estimate header shows STATUS: Open, FOLLOW UP ON: 08/15/2024, OPPORTUNITY: 1842516.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 23Full estimate view (tagged 'Better'). Price Total $950.24, Sub-total $950.24, Taxes $0.00. Cost: Labor $0.00, Material $15.54, Equipment $0.00, Total Cost $15.54. Gross Margin +98.36%, Net Amount +$934.70. Service section: two 'Install/Replace 7.5 MFD C...' (CAP-030) rows — QTY 1.00 each, Unit Price 475.12, Total Price $475.12 each, Sold Hours 1.50 each. TOTAL SOLD HOURS 3.00, TOTAL PRICE $950.24. Material section partially visible below.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 24TI mapping panel for the second service item. Service: Install/Replace 7.5 MFD Capacitor (CAP-030, $475.12). '7.5 mfd Capacitor Selection' shows green check, confirmed selection: '50/7.5 5 yr capacitor 440v.' Edit button. Estimate Service section (behind panel) shows two CAP-030 rows. Material section shows two rows: 'Capacitor USA 7.5 MF...' (MAR 14031) and 'Capacitor USA 7.5 MF...' (MAR 14031). Total Price $950.24.AdminDesktopDemo video

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Pricebook: services, materials, catalogs, and Titan Intelligence · 25Estimate Material section (Better tier). Price Total $950.24, Cost: Material $14.73, Gross Margin +98.45%, Net Amount +$935.51. Material table columns: Name & Code, Description, Charged, Add On, QTY, Unit Cost, Total Cost, Unit Price, Total Price. Row 1: 'Capacitor USA 7.5 MF...' (MAR 14031, 'MARS offers the widest selection of ratings in the i...' description) — QTY 1.00, Unit Cost $7.77, Total Cost $7.77. Row 2: '50/7.5 5 yr capacitor 4...' (MAR 14291, 'MARS offers the widest selection of ratings in the industry.' description) — QTY 1.00, Unit Cost $6.96, Total Cost $6.96. TOTAL COST $14... Action popover visible: 'Edit the item' / 'Delete the...'AdminDesktopDemo video