ServiceTitan Pricebook Rebuild – Dynamic Pricing

Project Timeline: October 2023-Present

This electrical client needed a rebuilt ServiceTitan Pricebook with dynamic pricing, to achieve accurate job costing and improved task code clarity.

Client Challenges

The client lacked accurate cost and material data tied to their task codes. The existing Pricebook was inefficient, containing duplicate codes and missing critical details for job costing.

PCG Solutions

PCG partnered with the client to build a dynamic Pricebook with over 20 pricing rules, including degree of difficulty and after-hours charges. Duplicate task codes were eliminated, and images were added for clarity, allowing for accurate job costing and improved pricing transparency.

Our Approach

Collaborative Partnership

From the beginning, PCG worked closely with the client’s team to understand their unique needs. Through extensive coaching and open communication, we guided them through every phase of the Pricebook rebuild, ensuring a solution that fully met their operational requirements.

Dynamic Pricing

Our solution introduced over 20 dynamic pricing rules to reflect real-world job factors such as complexity and after-hours service. This enabled flexible, precise pricing adjustments for different job scenarios, reducing errors and inconsistencies in the field.

Accurate Job Costing

By eliminating duplicate task codes and adding detailed material data and images, the new Pricebook allows the client to achieve accurate, consistent job costing. This improvement enhances their ability to plan and price jobs with confidence.

Conclusion

This client now benefits from a fully optimized ServiceTitan Pricebook that not only provides accuracy, but also flexibility in their pricing model. This transformation has given them clearer visibility into job costs, allowing them to make informed decisions and improve profitability. Our collaborative approach and expertise in dynamic pricing made this six-month project a long-term success for their team.