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 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.
Your ServiceTitan pricebook isn't done
Shops treat the pricebook like a project that ends at go-live. It doesn't end. Here's the maintenance rhythm that keeps it making money.
How to pull and automate your ServiceTitan follow-up report
Most shops quote far more than they close and never see the total. ServiceTitan already has the report that shows it. Here's how to pull it, and how to automate it so it never falls off your list.
The 10 ServiceTitan pricebook setup mistakes that cost you money
We've rebuilt a lot of ServiceTitan pricebooks. The same ten mistakes show up in almost all of them. Here they are, with the fix for each.
Why your techs discount, and how to stop it
Discounting isn't a sales-skill problem. It's the sound a tech makes when the price is indefensible. Here's the actual cause, and the fix.
ServiceTitan pricebook optimization, explained
Optimization isn't tidying your pricebook. It's making it price right, hold margin, and sell. Here's what to optimize, in what order, and who should do it.
How to calculate your loaded labor rate
Your wage is the smallest part of what an hour costs. Here's the cost ladder from wage to the rate that clears a profit, and why most shops price too low.
ServiceTitan dynamic pricing, explained so it finally clicks
A static price is a photograph of your costs. A dynamic price is a mirror. Here's what that's worth, how ServiceTitan really builds the number, and how to turn it on without the pain.
How to build HVAC install options techs can actually sell
The whole method for HVAC install options that sell: AHRI matchups, tiers built around questions, and proposals a tech presents instead of assembling.
A perfect ServiceTitan implementation can still lose money every day
You can have a flawless ServiceTitan setup and still bleed money daily, because implementation configures the software, not the pricebook and workflow underneath it.
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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