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Services

The work that eats your week, done for you.

We rebuild your whole ServiceTitan pricebook, or fix the one part that’s killing you: linking materials, cleaning names, adding images, building proposals. Done for you, month to month, by people who ran the shops.

What we do

Come for the whole book, or the one job that’s killing you

Most shops want the whole book rebuilt as a sales system. Some just need the one tedious job that never gets done. Both are the same engagement: month to month, cancel anytime, usually handled inside the first month.

By trade

Or just the one job

  • Material-to-service linking. The right parts ride along with every service, so job costing finally holds. The big, tedious one nobody wants to do. Or start it yourself.
  • Material import and cleanup. Get your materials into the book, clean, with real costs and the right vendors.
  • Image linking. A photo on every service and material, so the tech and the customer both see what they’re looking at. Pure time sink, which is exactly why we do it.
  • Recommendations and upgrades. The next right option built into the book, so techs offer it instead of relying on memory. Or start it yourself.
  • Estimate and proposal templates. Build the estimate and proposal templates your techs present from, so the options rank and group the right way. The selling layer, in ServiceTitan’s own templates.
  • Naming and descriptions. Names and descriptions for services, equipment and materials that the tech can find and the customer understands on the invoice. Or start it yourself.

Any of these can be its own job or part of the full build. It’s the same monthly, cancel-when-done model either way, priced on the Pricebook Builds page. Curious how we think about all of it? That’s The Present-Don’t-Configure Method™.

Every trade

Not just HVAC

The method is trade-agnostic. We build structured, sellable pricebooks for plumbing and electrical shops too.

Residential plumbing pricebook categories in ServiceTitan: water heaters, repiping, backflow, septic and more
Residential plumbing, structured for selling.
Electrical pricebook categories in ServiceTitan: panels, breakers, devices, lighting and more
Electrical, organized the same way.

Questions

Straight answers

Can you fix just one thing, or is it always a full rebuild?

Either. Most shops want the whole book rebuilt as a sales system, but if one job is eating your week, material linking, naming, images, recommendations, we can do just that. It is the same monthly, cancel-anytime engagement: we start, knock out the work, and you cancel when it is done.

How much does it cost to work with you?

We publish real pricing. We work month to month with no one-time setup fee, starting at $2,700/mo, and every engagement opens with an audit so you know the scope first. Full tiers are on the Pricebook Builds page, and the whole market picture (DIY, Pricebook Pro, one-time consultants, us) is on our pricebook cost page.

What does a ServiceTitan pricebook consultant actually do?

We build and structure the pricebook so your shop can sell from it, and we do the tedious parts a shop never gets to: linking materials to services, cleaning names and descriptions, adding images, building tiered options and proposals. The point is bigger tickets and cleaner margin, not a tidier list.

Do you only work with HVAC shops?

No. We build structured, sellable ServiceTitan pricebooks for plumbing and electrical shops too. The method is trade-agnostic: clean categories, good/better/best options, and linked parts hold up the same way across trades.

What is the difference between a build and coaching?

A build is done-for-you: we do the work in your pricebook. Coaching is advisory: operations, job costing, reporting and ServiceTitan workflow for owners who want the whole system running right. Most shops start with a build and add coaching if they want the broader help.

Where should I start?

Start with an audit. It is the front door to everything we do: we review your current pricebook, show you where it is leaking margin and what is bloated, and tell you straight whether we are the right fit.

Not sure where to start?

Run the free audit, and we’ll tell you straight what your pricebook needs, the whole rebuild or just one job, and whether we’re the right fit.

Run the free audit

Wrong fit if you just want items loaded fast. Right fit if you want it built to sell.