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Flagship service

A ServiceTitan pricebook built to sell

We build your ServiceTitan pricebook into a sales system that works, for HVAC, plumbing, and electrical, from the manufacturer matchup down to the proposal your tech taps in a driveway. A pricebook that works, built alongside what you already run, proven in the trades. Done for you, kept sharp month to month.

You feel it before you can name it

The month was busy and the bank account doesn’t agree. Two techs quote the same job two different ways. Estimates take too long, and the close rate won’t move no matter how many leads you buy. Nothing is on fire, so you start to wonder if it’s just the business, or the techs, or you.

It’s usually none of those. It’s the pricebook underneath all of it, and the reason you can’t point to it is that a book that’s quietly wrong looks exactly like a book that’s fine. The prices were set once and never moved with cost. The big jobs have one number instead of a choice. The parts aren’t behind the services, so a little margin leaks on every ticket. None of it screams. All of it adds up. Your techs feel it most: building quotes in the driveway, picking the wrong item or making one up, discounting to close the gap on a job you already won.

What we build

A complete ServiceTitan pricebook, rebuilt as architecture, not a list:

  • AHRI-validated equipment matchups: the systems that are actually rated to go together.
  • Pre-built tiered options: good, better, best, decided once in the office for every common job; four tiers on HVAC installs (good, better, premium, premium plus).
  • Material & equipment linking, so the right parts and labor come along automatically.
  • Tech-ready proposal templates: three clear choices, two taps, present don’t configure.
  • A clean category structure, built so it doesn’t rot into 400 services over time.

It’s built to be obvious, so your team can present from it on day one. Getting the whole crew fluent and tightening the workflow around it is coaching, a separate service we offer when you want it, not something bolted onto the build.

Want the cost of just the proposals and estimate templates, broken out from the rest of the book? We lay it out plainly in what a ServiceTitan proposal and estimate template build costs.

What we build it for

Three trades and three situations. The Present-Don’t-Configure Method™ is trade-agnostic, so the structure is the same whether the truck says heating, drains, or panels:

  • HVAC: AHRI-matched system packages, four install tiers, condenser, coil and furnace built to go together.
  • Plumbing: water heaters, drains, repipes, built as good, better, best instead of a flat number.
  • Electrical: panels, services, and upgrades structured so the next option is always one tap away.

And we take a book in whatever shape it’s in. Starting fresh on ServiceTitan, we build from scratch. Handed a book a prior setup or Pricebook Pro left half-finished, we finish it: load the missing costs, link the parts, build the option ladder that was never there. Running a book that has drifted into bloat over the years, we finish what's there or build you one that works beside it, whichever the audit says is faster. Either way you get bundled system packages for the big installs and clean standalone services for everything else.

Real people build it, with you

Here’s the part most owners never get told: there is a right way to build a ServiceTitan pricebook and a wrong way, and almost every book we open was built the wrong way by someone who didn’t know the difference. The right way is real work, done in a deliberate order, with every part reasoned from the job it belongs to instead of guessed. It isn’t software spitting out a book and it isn’t a content drop. People build it: our team, trained on this, who have rebuilt enough ServiceTitan pricebooks to know what a good one feels like in a driveway.

And we build it with you, not at you. We take your book, we talk to you, we ask the questions, and we learn how your business actually runs: what you sell, how your techs work, the jobs you chase and the ones you turn down. Then we build it to your direction, around your real workflow, so it fits the way you already do things instead of forcing you to change. You don’t pull a tech off a truck, you don’t teach yourself ServiceTitan’s pricing screens, and you don’t guess. We carry the load, you keep selling, and what comes back is a book your team presents from instead of fights with. The audit is the front door: we read your export and show you exactly what’s wrong, and what it’s costing you, before you commit to anything.

Trane install packages in ServiceTitan with AHRI numbers, tiered configs and clean SKU codes
Real install packages, AHRI-matched, tiered, with clean codes.
Brand-organized HVAC install menu in ServiceTitan
Organized by brand, top to bottom, nothing to hunt for.
Four pre-built install tiers for a Mitsubishi ductless heat-pump system in ServiceTitan, Good, Better, Premium and Premium Plus, each with its AHRI number and total price
The tiered options, built: four HVAC tiers (good, better, premium, premium plus) each AHRI-matched and priced.
A list of ServiceTitan estimate and proposal templates, full Amana heat-pump system names with AHRI numbers, internal codes, install summaries and dynamic pricing
The proposal templates behind them: full systems, AHRI numbers, coded and priced, ready to drop into an estimate.

The value it creates

A book built this way pays for itself in four places, and each one is something we have watched happen, not a promise:

  • A bigger average ticket. When the better option is already built and offered, customers choose up. One shop described the jump from presenting tiers as the difference between a $10M year and a $15M year on the same work (good, better, best, done right).
  • A higher close rate. A defensible, itemized price gives techs something to present instead of a number to apologize for, so they stop discounting to escape the silence in the customer’s kitchen.
  • Faster estimates and margin that holds. The 45-minute driveway quote becomes a two-tap proposal, and prices built on a loaded labor rate don’t leak between the quote and the invoice.
  • Techs who actually use the book. When the price is right every time, techs trust the tablet and stop calling the office on every job. A book where 400 services hide the 80 that sell does the opposite.

The full picture of what a book like this looks like is in the complete guide to a ServiceTitan pricebook that sells, and the five signs yours is costing you money is the fastest way to spot the leaks. If you want the work itself explained, ServiceTitan pricebook optimization walks what it takes.

Static or dynamic pricing, made clear

Most owners are never walked through this choice, so we make sure you understand it before we set it. Static pricing is a fixed number you set on each item. It’s simple and predictable, and the catch is that it only changes when someone changes it by hand, so it drifts the moment your costs move. Dynamic pricing builds the price from cost plus a markup rule, so when a supplier raises a cost the price follows on its own, but it only works when the loaded labor rate underneath it is right, otherwise it’s confidently wrong everywhere at once. We build either one correctly and tell you, in plain terms, what comes with each. Here’s the deeper read: ServiceTitan dynamic pricing, explained so it finally clicks.

What it costs

Real numbers, not dollar signs. We work month to month, no big one-time bill. We build your pricebook fast (often inside the first month when your info’s ready), tell you exactly what we need from your side, and stay on to keep it sharp. Pick the level of involvement that fits.

Full Partner

From $3,500 /month

Everything in Monthly Partner, plus deeper hands-on time each month.

  • Everything in Monthly Partner
  • Workflow & ServiceTitan coaching
  • Job-costing & reporting help
  • Priority access and more hours
Start here

All-In Partner

Let’s talk

For shops with a big pile of work who want someone to take the whole load and move, not a few hours a week.

  • We take on the heavy load, not a trickle
  • High capacity, we move at your pace
  • Priority and on-call
  • Scoped and priced to the workload
Talk to us

Every engagement starts with an audit, so you know exactly what you’re getting before month one. Weighing us against the off-the-shelf option? Read the honest Pricebook Pro vs a custom build breakdown, or see what a ServiceTitan pricebook actually costs.

Questions

Straight answers

How much does a custom ServiceTitan pricebook cost?

We publish real numbers. Builds run month to month with no one-time setup bill: Monthly Partner from $2,700/mo, Full Partner from $3,500/mo, and All-In Partner priced to the workload. You can cancel anytime, and every engagement starts with an audit so you know the scope before month one.

What types of pricebooks do you build?

Three trades and three situations. We build for HVAC, plumbing, and electrical shops, and we take a book whether you are starting from scratch, finishing one a previous setup or Pricebook Pro left half-built, or cleaning up one that has drifted over the years. We build both the bundled good, better, best system packages for the big installs and clean standalone services for everything else.

What actually goes into a build?

Far more than loading items, and that is the point. It starts with an audit that shows where your book is leaking. Then it is a real build, done in a deliberate order on a proven system, on your actual loaded labor rate, with the parts reasoned from the job they belong to instead of guessed or matched by name. The result is structured as a sales system your techs present from, not a price list, and we train your team and keep it sharp after. It is real work done right, which is exactly why it is not a weekend project or something to hand the newest person in the office.

How long does a ServiceTitan pricebook build take?

Most builds land inside the first month once your information is ready. We tell you exactly what we need from your side up front, do the heavy lifting, then stay on to keep the book sharp as your costs and equipment change.

What makes this a "custom" pricebook instead of off-the-shelf content?

We build the book around your shop: your equipment, your brands, your labor rates, your trade. Off-the-shelf flat-rate content drops in generic national pricing that your techs still have to fix. A custom build is structured as a sales system, with AHRI-matched tiered options and proposal templates your team presents from. If you are weighing the two, read our honest Pricebook Pro vs a custom build breakdown.

Do you build pricebooks for plumbing and electrical, not just HVAC?

Yes. The Present-Don’t-Configure Method™ is trade-agnostic. We build structured, sellable ServiceTitan pricebooks for plumbing and electrical shops the same way we do for HVAC: clean categories, tiered options, linked materials and labor.

Do you set up static or dynamic pricing?

Either, and we make sure you understand the trade-off before we set it. Static pricing is a fixed number you set, simple and predictable, but it has to be updated by hand when costs move. Dynamic pricing builds the price from cost plus a markup rule so it follows your costs automatically, but it only works on a correct loaded labor rate. We build whichever fits how you operate and explain plainly what comes with each.

Will my techs have to change how they work?

Less than you would think, and the change makes their day easier. They stop building quotes from scratch in the driveway and start presenting good, better, and best options that are already priced. The book is built to be obvious from day one; if you want the whole crew coached into using it well, that is our separate coaching service, not part of the build.

Start with an audit

Before any build, we show you exactly where your current pricebook is leaking margin. That’s the front door.

Audit my pricebook

Built for HVAC, plumbing and electrical shops running on ServiceTitan.