Field notes
Older field notes
Page 2 of 3.
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.
How to calculate your loaded labor rate
Your wage is the smallest part of what an hour costs. Here's the cost ladder from wage to the rate that clears a profit, and why most shops price too low.
ServiceTitan dynamic pricing, explained so it finally clicks
A static price is a photograph of your costs. A dynamic price is a mirror. Here's what that's worth, how ServiceTitan really builds the number, and how to turn it on without the pain.
How to build HVAC install options techs can actually sell
The whole method for HVAC install options that sell: AHRI matchups, tiers built around questions, and proposals a tech presents instead of assembling.
A perfect ServiceTitan implementation can still lose money every day
You can have a flawless ServiceTitan setup and still bleed money daily, because implementation configures the software, not the pricebook and workflow underneath it.
Rebuilding a ServiceTitan pricebook from scratch: the order to do it in
When a book is past patching, you rebuild it in a specific order. Skip the order and you just rebuild the same mess with newer fonts.
ServiceTitan's AI variant builder matches by word, not function
The AI attached a condensate pump to a boiler because it matched the word 'pump.' Why automated variant building still needs a human who knows the trade.
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.
By signing up you agree to receive the monthly email. One click to leave.