Field notes
Straight talk on pricebooks and selling install work.
No fluff, no buzzwords, just what we've learned building ServiceTitan pricebooks and running trade shops.
The silent gap: why you never see replacement opportunities
ServiceTitan can tell you which customers are due for a new system before the old one fails. Most shops get none of these alerts and never notice, because you cannot miss a lead that never shows up.
Migrating your pricebook to ServiceTitan
You're moving to ServiceTitan. Great call. Just don't drag your old book in as-is. Here's what actually moves, the order to do it in, and where the migration goes wrong.
Revenue per employee for the trades: what HVAC, plumbing, and electrical owners should expect
Revenue per employee is the fastest read on whether your shop is built to make money or just built to stay busy. Here is the number, the honest benchmarks, and how to raise it.
How to audit your ServiceTitan pricebook
You can audit your own pricebook in an afternoon. Here are the seven things to check, in order, and what each one is costing you while you don't.
The state of the ServiceTitan pricebook: what 27 real books show
We pulled the numbers from 27 real ServiceTitan pricebooks, 65,819 active services in total. The pattern is the same book to book: the work is described, but the selling structure the platform can prompt is almost never turned on. Here is the data, the method, and what it means.
How to read your shop's P&L in 90 seconds
You don't need an accounting degree. Three lines on the P&L tell you whether the business made money and whether the problem is pricing or production.
Co-op dollars belong in the pricebook, not on a truck wrap
Manufacturer co-op money goes to wraps and billboards. But techs sell what's on the tablet. Here's where those dollars actually move equipment.
ServiceTitan pricebook not showing in mobile, or showing $0? Two different problems
Techs can't see the book, or every price reads $0. These look like one problem and they are two, with completely different causes. Here is how to tell them apart and fix each.
How to choose a ServiceTitan coach (and when you do not need one)
What a ServiceTitan coach really does, when you do not need one, and how to tell an operator who helps you make money from a reseller who teaches buttons.
The 4 numbers every trades owner should watch every Monday
Skip the forty-metric dashboard. Four numbers tell you whether last week actually made money, and three of them trace straight back to your pricebook.
Did your retail prices move with your last supplier increase?
Your suppliers raised prices this year. Did your book? For most shops the answer is no, and the gap is pure lost margin. Here's the fix.
The zero-markup SKUs hiding in your pricebook
Somewhere in your book are items you sell at cost without knowing it. They got pasted in from old software and never re-priced. Here's how to find them.
Coming soon
What we're writing next
- The complete guide to a ServiceTitan pricebook that sells The pillar: structure, pricing, options and adoption in one place.
- ServiceTitan pricebook import errors (and the silent ones) Vendor mappings wiped, duplicate codes, the gotchas nobody warns you about.
- Good / better / best in ServiceTitan How to structure tiered options techs will actually present.
One pricebook trick a month
One short email: a real leak we found in a real shop, and the steps to check your own book for it. No fluff, no spam, unsubscribe anytime.
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