Field notes
Straight talk on pricebooks and selling install work.
No fluff, no buzzwords, just what we've learned building ServiceTitan pricebooks and running trade shops.
How to read your shop's P&L in 90 seconds
You don't need an accounting degree. Three lines on the P&L tell you whether the business made money and whether the problem is pricing or production.
Co-op dollars belong in the pricebook, not on a truck wrap
Manufacturer co-op money goes to wraps and billboards. But techs sell what's on the tablet. Here's where those dollars actually move equipment.
ServiceTitan pricebook not showing in mobile, or showing $0? Two different problems
Techs can't see the book, or every price reads $0. These look like one problem and they are two, with completely different causes. Here is how to tell them apart and fix each.
How to choose a ServiceTitan coach (and when you do not need one)
What a ServiceTitan coach really does, when you do not need one, and how to tell an operator who helps you make money from a reseller who teaches buttons.
The 4 numbers every trades owner should watch every Monday
Skip the forty-metric dashboard. Four numbers tell you whether last week actually made money, and three of them trace straight back to your pricebook.
Did your retail prices move with your last supplier increase?
Your suppliers raised prices this year. Did your book? For most shops the answer is no, and the gap is pure lost margin. Here's the fix.
The zero-markup SKUs hiding in your pricebook
Somewhere in your book are items you sell at cost without knowing it. They got pasted in from old software and never re-priced. Here's how to find them.
Your ServiceTitan pricebook isn't done
Shops treat the pricebook like a project that ends at go-live. It doesn't end. Here's the maintenance rhythm that keeps it making money.
How to pull and automate your ServiceTitan follow-up report
Most shops quote far more than they close and never see the total. ServiceTitan already has the report that shows it. Here's how to pull it, and how to automate it so it never falls off your list.
The 10 ServiceTitan pricebook setup mistakes that cost you money
We've rebuilt a lot of ServiceTitan pricebooks. The same ten mistakes show up in almost all of them. Here they are, with the fix for each.
Why your techs discount, and how to stop it
Discounting isn't a sales-skill problem. It's the sound a tech makes when the price is indefensible. Here's the actual cause, and the fix.
ServiceTitan pricebook optimization, explained
Optimization isn't tidying your pricebook. It's making it price right, hold margin, and sell. Here's what to optimize, in what order, and who should do it.
Coming soon
What we're writing next
- The complete guide to a ServiceTitan pricebook that sells The pillar: structure, pricing, options and adoption in one place.
- ServiceTitan pricebook import errors (and the silent ones) Vendor mappings wiped, duplicate codes, the gotchas nobody warns you about.
- Good / better / best in ServiceTitan How to structure tiered options techs will actually present.
One pricebook trick a month
One short email: a real leak we found in a real shop, and the steps to check your own book for it. No fluff, no spam, unsubscribe anytime.
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