ServiceTitan Pricebook

Project Timeline: June 2024 – November 2024

PCG worked with this client to streamline their HVAC service Pricebook in ServiceTitan, improving usability and enabling technicians to work more efficiently in the field.

Client Challenges

The client’s HVAC service Pricebook was disorganized, with duplicate and inconsistent categories that confused technicians. The cluttered structure made it difficult to find services, overwhelming the team and reducing efficiency.

PCG Solutions

Powerhouse created a new HVAC service Pricebook from scratch, organizing categories and subcategories to align with the field team’s needs. To ensure seamless adoption, we provided training videos on navigating the updated ServiceTitan Pricebook. The new structure went live on November 11, 2024, and has been running smoothly without requiring fixes.

Our Approach

Simplified Structure

PCG reimagined the Pricebook to eliminate duplicates and inconsistencies, creating a clean, logical structure of categories and subcategories. This design focused on making it easy for technicians to locate the services they need, reducing confusion and improving productivity.

Tailored Training

To ensure a smooth transition, we created detailed Loom videos demonstrating how to navigate the new Pricebook. These resources empowered the field team to quickly adapt to the changes, minimizing downtime and support requests post-launch.

Efficient Implementation

With a clear plan and open communication, the new ServiceTitan Pricebook was built and launched within six months. By addressing challenges proactively, we delivered a seamless go-live experience, with immediate positive feedback from the client.

Conclusion

The successful implementation of the new HVAC service Pricebook has transformed how this client operates. The streamlined structure enables technicians to work efficiently, enhancing their service delivery. The smooth rollout and lack of post-launch issues highlight our commitment to precision and client satisfaction. With their ServiceTitan Pricebook now optimized, the client is ready to explore purchasing and inventory in ST, setting the stage for further operational improvements.