Quoting Jobs W/ Non-Pricebook Materials + Dynamically Calculating Quotes | Super Tech Support Ep. 2
Client-Specific Pricing Video: • How To Use Client Specific Pricing For Aut...
Pricebook Bulk Editing: • How To Bulk Edit Your ServiceTitan Pricebook
Updating material costs based on vendor bills: • Auto Update PriceBook Material Costs Based...
Dynamic Pricing Video: • How To Set Up Dynamic Pricing & Automate Y...
FAQ:
Q: Doesn't it seem like a bug that when using Dynamic Pricing, you have to delete the Task and re-add it to get the system to update pricing based on current Material costs? Shouldn't it just do that when you hit the calculate button?
A: In my example in this video, I had a task with a material tied to it on my estimate, and then I went into PB and changed the cost of that tied material. If I went back to the estimate and hit calculate, it would actually update the task to the new price, but it would not update the cost of the tied material. For the sake of keeping it simple, I chose to show deleting and re-adding the task vs hitting calculate and then manually updating the material on the estimate to the new cost. That's not a bug, it's just how Dynamic Pricing works. It's there to calculate prices. It just runs a formula on the task using the current information it has from the PB. Nothing about running that formula again would cause the material that was already added to the estimate to update. That's not where Dynamic Pricing is looking.
Q: I'm not able to mark materials as chargeable. How do I do that?
A: Support will be able to turn that feature on for you
Q: I don't have the multiple print options (Itemized with price, Itemized Without Price, Aggregated) on the office side, but I saw it in this video. How can I get it?
A: There is a backend feature that support can enable, but it only works with the older invoice print view that is shown in this video. It does not work with the newer, prettier version as of the time of posting this video.
00:00 Unpacking the question
01:23 How to set up non-pricebook materials in ServiceTitan
01:43 Using Client-Specific Pricing to auto-generate pricing
02:28 Demo of Client-Specific Pricing In Action
04:35 How it looks to the customer
05:26 Recommendation on when to use non-pricebook material
06:10 Dynamic Pricing VS Client-Specific Pricing
09:39 Let me know if you like these!
In this video, BCN helps a titan who wants to dynamically calculate quotes using non-pricebook materials. He also clarifies the important differences between Dynamic Pricing and Client Specific pricing
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