Recommendation & Upgrade Builder

Never really looked at what is in your book? Start with the free Pricebook Health Audit, see your whole book in a couple minutes, then come back here to fill the upsells.

Here is what actually happens

Your tech is on the third call of the day. Fix this one, two more on the board from the morning meeting. He is not lazy and he is not a bad salesman. He is busy. So he does the repair and moves on, and the surge protector, the drip pan, the membership the customer would have said yes to never gets mentioned. Not because your guy could not sell it. Because nothing reminded him.

What recommendations and upgrades even are

ServiceTitan puts two fields on every service. Recommendations are the other things to offer alongside the job. Upgrades are a better version of the same job. When they are filled, the next option pops up on the tech's screen while he is writing up the work. When they are empty, the screen says nothing, so the tech says nothing. Most books have them empty. That is the gap.

These are jobs you would already win if they were offered. The truck is there, the customer is there, the trust is there. Offering the right next option is about the closest thing to free money in this business, and the customer comes out better for it too, the pan that catches the leak, the surge protector that saves the board.

See it on a real job

Examples with round numbers, not promises. Your jobs and prices vary, and not every customer says yes. Two things happen here: recommendations get added on top of the job, and an upgrade swaps the job for a better version. Each line shows what it adds, so you can watch the ticket move.

How it works

1. Drop your export, see your gaps free. Upload the .xlsx from ServiceTitan, pick the book you sell from, and get a free read of how many services we can fill. Nothing leaves your browser.
2. Want proof first? Run a $10 sample. We fill 5 to 7 real services from your own book so you can see the quality on your data, not a demo. The $10 comes off the full price.
3. Run the whole book. Every service we can fill, in a new file with each change highlighted green. Review it, delete anything you do not want, and import when you are ready.

Not sure what is even in your book yet? The free Pricebook Health Audit shows you, then send the same export through here.

Your book never leaves your computer

The whole tool runs in your browser, so your file is never uploaded and nothing is stored. You get back a new file with everything we added highlighted green. We only read your active services and only ever point at active services, so nothing dead gets dragged back into your book. And nothing changes in ServiceTitan until you import it yourself.

What it costs

Fill the gaps in your book

Drop your ServiceTitan export in and see what is missing, free. No login, no card to look.

See your gaps free Run the free Health Audit first

Would rather it was just done for you, or your book needs the items added first? That is part of a done-for-you build.