• Expert ServiceTitan Consulting

Custom ServiceTitan Pricebook Builds & Optimization

We engineer profit-protecting pricebooks for HVAC, plumbing, and electrical contractors—built from scratch, tailored to your margins, and ready for your team on day one.

Custom Category Architecture

Build a personalized, 
high-performance pricebook tailored to your specific trade and margins.

Dynamic Pricing & Consistent Markups

Implement industry-proven processes designed to maximize efficiency and technician performance.

Equipment & Material Linking

Apply smart pricing rules that automatically adjust based on customer types or job conditions.

Client-Facing Service Descriptions

Empower your technicians with professional, customer-facing templates that are easy to use in the field.

Estimate & Proposal Templates

Automatically sync your materials and equipment to specific services for faster, error-free quoting.

Staff Training & Handoff

Organize your entire database into logical, trade-focused categories for seamless navigation.

QA & Quality Review

Streamline your supply chain by tracking stock levels and automating PO processing.

QA & Quality Review

Comprehensive coaching sessions to ensure your team masters every tool and follows every process.

Ongoing Optimization

Our experts provide hands-on, in-person consulting at your location to optimize your operations.
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  • Pain Points

Is Your Pricebook Costing You Money?

We engineer profit-protecting pricebooks for HVAC, plumbing, and electrical contractors—built from scratch, tailored to your margins, and ready for your team on day one.

Techs override prices or skip the pricebook entirely

  • Operational structure for HVAC & Plumbing businesses
  • Defining roles, responsibilities, and accountability frameworks
  • Day-to-day operating rhythms (meetings, reviews, execution cadence)
  • Decision-making frameworks for owners and leadership teams Scaling considerations for multi-truck and multi-location operations

    • Categories are a mess on ServiceTitan Mobile

  • End-to-end workflow mapping (lead → dispatch → job → invoice → follow-up)
  • Identifying bottlenecks, redundancies, and failure points
  • Standard Operating Procedures (SOP) guidance and documentation strategy
  • Field-to-office handoff optimization
  • Automation and efficiency best-practice recommendations

    • No dynamic pricing or automated markups

  • Proven operating models specific to service-based trades
  • Technician productivity and utilization coaching
  • Service vs. install workflow differentiation
  • Capacity planning and scheduling strategy
  • Margin-focused operational alignment

    • Margins bleed out on every job

  • ServiceTitan account configuration guidance
  • Workflow alignment inside ServiceTitan
  • Pricebook structure coaching and best practices
  • Dispatch, job, and invoice flow optimization
  • Troubleshooting common ServiceTitan configuration issues
  • Adoption coaching for office staff and technicians

    • Office staff waste hours on manual corrections

  • Job costing fundamentals and education
  • Labor, material, overhead, and burden allocation strategy
  • ServiceTitan job costing configuration guidance
  • Service vs. install job costing alignment
  • Interpreting job costing data for decision-making

    • Inconsistent pricing across technicians

  • KPI identification aligned to business goals
  • ServiceTitan reporting structure and setup coaching
  • Custom dashboard guidance and reporting cadence
  • Financial vs. operational KPI interpretation
  • Leadership review and accountability frameworks
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    How Our Pricebook Build Works

    A proven 5-step process that delivers a pricebook your team will actually use from day one.

     
    • Coming Soon

    Transparent Pricing

    We’re building software that helps service businesses work faster, stay organized, and earn more. Sign up below to be the first to know when new tools are released.