ServiceTitan pricebook consulting for trades businesses
If your pricebook is hard to navigate, difficult to maintain or built on assumptions no one can explain, start with a review of what is there. I help trades contractors organize their ServiceTitan pricebooks and work through the costs and pricing decisions behind them.
Whether you need a targeted cleanup or a wider rebuild, the aim is a pricebook your team can use and a process for keeping it current.
When a pricebook review is useful
- Your team struggles to find the right service or uses workarounds to quote jobs
- You have duplicate, outdated or inconsistently named items
- Material or labor assumptions have changed and you are unsure what needs updating
- You are preparing for an implementation, expansion or wider pricing review
A structure your team can use and maintain
Structure and usability
Review categories, task naming and item organization. Identify the parts that make quoting or maintenance harder than they need to be.
Cost and pricing assumptions
Review the inputs used to build prices and the assumptions behind them. You retain the decisions on target margins, discounts and selling prices.
Options and consistency
Where relevant, review service options, equipment entries and membership pricing so the presentation follows an agreed structure.
Maintenance and ownership
Clarify who changes costs and prices, how changes are checked, and what your team needs to maintain after the project.
Scope the work before changing the book
Start with a written outline of the problem. An initial review identifies what needs attention and what can stay.
The project scope sets out the included categories, deliverables and review points. Additional work is discussed separately before it is added. Any rebuild needs an approved approach before changes affect live quoting.
Understand the current setup
Discuss your trade, the way you quote and the problem you need to resolve. Agree what information is needed for a useful review.
Agree the scope
Identify the categories, items and workflows included. Clarify who supplies cost information and who signs off on pricing decisions.
Build and review
Work through the agreed changes, then review representative services and quotes with the people who will use them.
Prepare the handover
Confirm the agreed changes and document how the relevant parts of the book will be maintained. Include rollout support only where it is part of the engagement.
Know what to expect
Written updates keep the work visible. Calls are planned around the agreed review points, with the communication and revision allowance set out in the project scope.
Can you work with the pricebook we already have?
Yes. A review can help determine whether a targeted cleanup is enough or whether a broader rebuild makes sense. You do not need to assume the whole book must be replaced.
Will you decide our prices?
Your business approves its pricing decisions. The work helps make the structure, inputs and assumptions clear enough to review.
Do you work remotely?
Yes. Emerald Titan Consulting works remotely with US trades businesses. We can discuss what your team needs to make the project practical.
What should we send first?
Start with a short description of the problem, your trade and whether you already use ServiceTitan. Do not send passwords, customer records or financial exports in your initial message or booking notes. Access and detailed information can be arranged after the scope is clear.
How much will it cost and how long will it take?
That depends on the size and condition of the pricebook and the work included. Discuss the project first so the scope, fee and expected timing can be set out before you commit.
Tell me what needs attention
Is the issue your prices, the way the book is organized, or the time it takes to keep it current? Send a short outline and we can discuss the next step.
Google Meet consultation. Prefer to start in writing? Email a short outline instead.
Please don’t send passwords, bank details, customer records or sensitive documents in your initial message or booking notes.