Episode Overview
In this episode, Jeremy Wickenhouser, a certified ServiceTitan coach from Go Time Success Group, guides us on a deep dive into ServiceTitan’s Pricebook.
Jeremy shares expert insights on why he considers Pricebook to be the "heart of ServiceTitan,” impacting everything from KPIs to revenue tracking. He gives us ten essential rules for setting up and maintaining your Pricebook, including the importance of categories, codes, and dynamic pricing.
If you’re looking to optimize your existing Pricebook setup, this episode is loaded with practical advice to streamline your operations and boost profitability.
Join us as we discuss:
[2:06] How category management can help you track your Pricebook KPIs
[11:30] Equipment types and tagging replacement opportunities
[25:40] Dynamic and client-specific pricing features
[34:58] Task workflows, permissions, and generic tasks
Check out these resources we mentioned during the podcast:
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About ServiceTitan
ServiceTitan is a comprehensive software solution built specifically to help home service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business.
Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.
Ready to learn more about what ServiceTitan can do for your business?
