Take the guesswork out of pricing and empower your team with precision and consistency using ServiceTitan’s Dynamic Pricing.
In this Learning Lab, we’ll walk you step-by-step through building a fully automated dynamic pricing structure that adapts to real-world conditions like job type, time of service, and material cost fluctuations. This session is ideal for anyone involved in Pricebook management, financial planning, or operations—and especially for those looking to save time while increasing pricing accuracy and profitability.
Whether you’re just getting started or ready to fine-tune your setup, this lab will show you how to maximize the flexibility and power of dynamic pricing within ServiceTitan.
👥 Who Should Attend This Dynamic Pricing Training Lab
🔧 Pricebook Managers / Administrators
- Why: They are responsible for maintaining accurate cost data, organizing categories, and building the actual dynamic pricing rules.
- Key Takeaway: Learn how to structure the Pricebook and use the Dynamic Pricing Wizard effectively without creating rule conflicts or manual errors.
💼 Operations Managers / GMs
- Why: They oversee efficiency, profitability, and workflows across business units.
- Key Takeaway: Understand how dynamic pricing impacts margins, labor recovery, and business unit-specific strategies—and how to standardize pricing across trades.
🧰 Service Managers / Field Supervisors
- Why: They guide technician performance, job pricing in the field, and customer presentation.
- Key Takeaway: Learn how to coach techs on presenting consistent, confident pricing built on structured, dynamic logic—no more ad hoc quoting.
🧑💻 Technician Trainers / Sales Trainers
- Why: They’re responsible for training field teams to use and trust the pricing structure.
- Key Takeaway: Walk away with the knowledge to build simple talking points around the logic of dynamic pricing and remove pricing guesswork for techs.
🧾 CSRs / Dispatch Leads (Optional but Encouraged)
- Why: While not responsible for pricing setup, they often get early customer questions about pricing and quote expectations.
- Key Takeaway: A basic understanding of dynamic pricing helps them set better expectations and route jobs to the right techs and BUs.
👥 Owners / Executives (If Involved in Pricing Strategy)
- Why: If you’re making pricing decisions, this session connects strategy to execution in ServiceTitan.
- Key Takeaway: Learn how to leverage the automation capabilities of the platform to protect margins, standardize pricing, and increase revenue.
📋 Prerequisites/ Prep Work
- Price Builder
- Essentials or The Works package
- Recommended set up:
- Services with sold hours
- Materials or Equipment linked to Services (optional- use groups/ +sub-items)
- Materials costs
- Equipment costs
🔥 Topics Covered
Base Rule Configuration
- Categories – Select which Pricebook categories are included in the pricing calculation.
- Billable Rate – Set your true hourly rate, including technician wages, overhead, and cost of doing business.
- Markups – Apply markups using various strategies (Gross Margin %, % Markup, $ Markup, or Multiplier) for materials and equipment, by individual or aggregated cost.
- Surcharges – Add additional costs such as taxes, credit card fees, or truck stock charges.
- Business Unit Variants – Customize pricing for different job types by overriding default billable rates, markups, or surcharges—without needing to create new rules.
Add-Ons: Configure pricing for multiple repairs on the same job to reflect bundled or scaled pricing logic.
After-Hours Adjustments: Automatically adjust pricing for weekends, holidays, and on-call situations by increasing the billable rate or adding flat charges.
Price Levels: Create pricing tiers based on difficulty, customer type, or membership level to reflect job complexity or value segmentation.
Rounding: Remove awkward cents from your pricing by rounding up or down for cleaner, more customer-friendly pricing.
🌟 Best Practices for Ensuring Effective Setup and Revenue Optimization
- Key strategies for setting up Dynamic Pricing
- Tips to maximize revenue through proper setup
- Reducing Mistakes: Common pitfalls and how to avoid them during the Dynamic Pricing setup process
- Q&A: Addressing frequently asked questions and troubleshooting common issues
Cost:
This session is $199 to attend, with limited seating. Registration includes free access to our client-exclusive bonus pre-Pantheon session, Boost Your Titan Score Before Pantheon!
