Description
In this episode, Jeremy Wickenhauser, 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:
You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.
Know a business that could use a bit of muscle from ServiceTitan? Refer them here!
Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.
Hosted on Ausha. See ausha.co/privacy-policy for more information.