Pricebook Health Audit

A free ServiceTitan pricebook audit: see what your book is helping, hiding, and failing to prompt.

Drop in your ServiceTitan pricebook export. In a few seconds you'll get a plain-English report showing what's ready, what's thin, and which Pricebook fields may be weakening sales, pricing, labor, margin, or reporting.

This one's best on a computer

The audit reads your ServiceTitan pricebook export, and ServiceTitan only lets you download that from a computer (Pricebook → Export). Open this page on that computer, then drop the file below.

Drop your ServiceTitan Pricebook export here
or click to choose the .xlsx file (the one you get from ServiceTitan → Pricebook → Export)
Choose file
The report generates below this box and stays on this page.
Your file never leaves your browser·No login·No email
Want the fix list, done for you? Send us your export, fifteen minutes, no pitch.
Know another shop owner who swears their book is fine? Send them this page. Two minutes, and the file never leaves their computer.

What the audit checks

Broad outcomes here. The generated report does the deep, field-level diagnosis on your actual export.

Sales prompts & options
Recommendations, Upgrades, and whether install books carry enough options per size to present good / better / best.
Pricing & cost structure
Static and Dynamic Pricing setup, prices at or below cost, member prices set backwards, add-on prices that never got loaded, material links, and job-cost visibility.
Labor & production
Sold Hours that build Dynamic Pricing, and whether static services can measure technician production and efficiency.
Structure & clarity
Cryptic service names and thin descriptions a tech can't find or read, duplicate services inside a book, empty Categories, and blank Accounts that scatter your reports.
Equipment & replacement
Equipment Type that drives replacement leads, Model numbers a tech needs to invoice in the field, item images, and attached warranties.
Membership setup, when detected
Membership Services, member pricing, and member-discount fields, only when the export shows membership structure.

Questions

Is it really free, or is this a setup to sell me something? Free, and no. No login, no email, no card, no sales call unless you ask. Run it, read it, keep the report. We'd rather you see what your book is doing and come to us when you're ready than trap you in a funnel.

Is my pricing safe? Completely. Your export is read right here in your browser and never leaves your computer. Nothing is uploaded, stored, or sent anywhere, so no competitor, and not even we, ever see it. Your prices and margins stay yours.

Which file is this, and how do I get it? It's your ServiceTitan pricebook export. In ServiceTitan: Pricebook, then Import/Export, the Export tab, pick "Pricebook (Settings, Materials and Part Link)", and download the .xlsx. Drop that file here.

Will it actually tell me anything about my book, or is it generic? Every number is read straight from your export. It names your books and your real services, shows where the money leaks, what's half-built, and what you already own but aren't selling. Nothing in it is a template.

What if my book is a mess or only half-built? That's the normal case, and exactly what this is for. It doesn't grade you. It shows you what's there, what's missing, and what to fix first, in plain English.

What do I do with the report? Each finding points to its own fix, so you choose where to start. Some are quick edits you make yourself in ServiceTitan. A couple have a free tool right here. And if you'd rather hand it off, we link your materials, tighten pricing, clean up names, or rebuild the whole book. No obligation either way.