ServiceTitan Pricebook – Fireplace & Chimney Contractor

Project Timeline: October 2025 – January 2026

PCG helped this contractor build a structured, data-driven Pricebook, enabling real-time estimating, improved job costing, and long-term material visibility

Client Challenges

The client was overwhelmed by how to structure their Pricebook and lacked best practices for setup. They had no materials built for job costing or estimating and had never performed bulk updates. Without visibility into material usage or costs, they struggled to track profitability and create accurate estimates.

PCG Solutions

PCG partnered with the client’s suppliers to gather 12 months of purchasing history, capturing all materials used across their business. We imported materials with updated costs and part numbers, creating a scalable Pricebook foundation. This enabled real-time estimating and positioned the client to build service-material links for continued process optimization.

Our Approach

Data-Backed Pricebook Foundation

We started by sourcing real purchasing data directly from suppliers, ensuring the Pricebook reflected actual business operations. This eliminated guesswork and created a reliable baseline for both estimating and job costing.

Simplified Bulk Implementation

Recognizing the client had no experience with bulk updates, we handled the heavy lifting: importing materials, organizing part numbers, and aligning costs. This approach minimized overwhelm while delivering immediate, usable results.

Future-Ready Optimization Strategy

Beyond initial setup, we guided the client on next steps, including service-material linking to streamline workflows further. This ensured the Pricebook wasn’t just functional today, but scalable for future growth and efficiency.

Conclusion

This project highlights how PCG transforms complexity into clarity. By combining supplier data, system expertise, and structured implementation, we helped the client move from uncertainty to confidence in their Pricebook and estimating processes.

Now equipped with accurate material data and real-time estimating capabilities, the client can better understand costs, improve profitability, and make more informed business decisions. With a strong foundation in place, they are positioned to continue optimizing and scaling their operations, with PCG as a trusted partner along the way.