# Founding Pricebook Clean-Up — ServiceTitan Ready-to-Import File in 48 Hours

**Price: $99 one-time (founding price, first 10 orders — then $149)**
**Type: Done-for-you service, delivered as digital files (clean CSV + change report)**

## What it is

Your ServiceTitan pricebook is a mess. You send your pricebook export exactly as-is, and within 48 hours of the file arriving you get back a clean, import-ready file in ServiceTitan format — plus a plain-English change report listing everything that was fixed, dropped, or flagged.

You never run any software. You send one file, you get one file back, you import it.

Fixing a 200–500 item book by hand takes 20–40 hours. Consultants charge thousands. This is the founding run of an automated clean-up built specifically for ServiceTitan pricebooks: $99 flat, any size book up to 1,000 items.

## Who it's for

- Contractors on **ServiceTitan** — HVAC, plumbing, electrical, and mixed-trade shops — whose pricebook has grown duplicates, missing codes, inconsistent categories, and prices typed in messy formats.
- **Founding run is ServiceTitan only.** Jobber and Housecall Pro are not in the founding run — if you use one of those, join the waitlist noted in the order form instead of ordering.

## What the clean-up actually does

- Removes exact and near-duplicates (same code, or same name + price) — every removal is listed in the report, nothing is silently deleted
- Generates a unique code for every item missing one
- Normalizes categories to one consistent spelling/structure (for example, `plumb`, `Heating`, `Cooling`, `WH` variants become consistent categories)
- Turns prices like "$1,250.00" into clean numbers ServiceTitan accepts; costs are normalized the same way
- Standardizes units of measure (for example, `ea`/`each` → EA, `hr`/`HRS` → HR)
- **Flags — never silently changes** — rows priced at or below cost, or missing a price or cost, so you stay in control of every pricing decision

Proven on the included sample book (synthetic data): **60 rows in → 52 rows out, 8 duplicates removed, 20 codes generated, 118 money fields normalized, 5 rows flagged for review.**

## What you receive

Within 48 hours of your file arriving, delivered as a zip by email / order delivery update:

1. **`clean_servicetitan.csv`** — your clean pricebook in ServiceTitan import format. Item IDs are left blank for new items, the way ServiceTitan wants them.
2. **`changes_report.md`** — a plain-English report of everything that was removed, recoded, recategorized, or flagged, and why.
3. Import instructions (also in Step 3 below).

## Step by step — what the buyer does

### Step 1 — Export your pricebook from ServiceTitan

1. In ServiceTitan, go to **Settings → Pricebook** (or Pricebook → Export, depending on your version).
2. Export your Services and Materials to Excel/CSV. Export the whole book — cleaning a partial book creates partial duplicates later.
3. **Save a copy of that original export somewhere safe and do not touch it.** That file is your undo button.
4. Don't clean anything first. Duplicates, typos, weird prices — send it exactly as-is.

### Step 2 — Check out and send your file

1. Pay the $99 founding price at checkout.
2. You'll get an upload link plus a short 5-question form: business name, trade (HVAC / plumbing / electrical / mixed), roughly how many items, anything you already know is broken, and whether you want flagged rows left as-is (the default) or dropped.
3. Upload your export. **The 48-hour clock starts when the file arrives, not when you pay.**

**Your data:** your file is used only to produce your clean file and report. It's never shared, sold, or used for anyone else's book. No ServiceTitan login is ever requested — if anyone asks for it, it's not us.

### Step 3 — Import the clean file (about 15 minutes, safely)

1. **Read the flagged section of the report first.** Rows priced at or below cost, or missing a price/cost, were NOT changed — they're listed for you to decide on. Fix them in the clean file now if you want.
2. **Import a small batch first:** start with one category, then check 5–10 items in the pricebook — names, codes, prices — against the report.
3. Import the rest once the first batch looks right.
4. Spot-check in the mobile app: search 3 services the way a tech would. If a tech can find it fast, the structure is working.
5. Keep your original export + the clean file + the report together. That's your audit trail.

**If the import errors:** send the error message and the file that was delivered — one free fix round for import errors is included, and if the clean file can't be made to import, you get a full refund.

## Requirements and limits

- **Platform:** ServiceTitan only in the founding run. Jobber / Housecall Pro: waitlist only.
- **Scope:** Services + Materials only. Up to 1,000 items per book at the $99 founding price.
- **Formats in:** your pricebook export or spreadsheet in CSV or Excel (XLSX), in any messy state.
- **Format out:** ServiceTitan-format CSV (`clean_servicetitan.csv`) plus the Markdown change report.
- **No account access:** no ServiceTitan login, no API access, no changes made inside your ServiceTitan account. You import the file yourself.
- **Founding terms:** $99 flat for the first 10 orders, then $149. Delivery is 48 hours from file receipt.

## What this is not

- Not pricing advice — it never decides what you should charge. Wrong-priced rows are flagged, not guessed at.
- Not a full pricebook rebuild.
- Not self-serve software — this founding offer is a done-for-you service. You send a file; a cleaned file and report come back.

## Troubleshooting / FAQ

**Do you need my ServiceTitan login?**
No. Never. File in, file out.

**What formats can I send?**
CSV or XLSX in any messy state. What comes back is a ServiceTitan-format CSV plus the change report.

**What if half my prices are wrong?**
Wrong-priced rows get flagged in the report, not guessed at or silently changed. You decide what to fix before you import.

**My book has more than 1,000 items — can I order?**
The founding $99 price covers books up to 1,000 items. If yours is larger, ask before ordering so scope can be confirmed first.

**I use Jobber or Housecall Pro. Can I order?**
Not in the founding run — ServiceTitan only. Join the waitlist in the order form and you'll be notified if/when those formats open.

**The import showed an error. What now?**
Send the exact error message and the delivered file. One free fix round for import errors is included.

**What's the refund policy?**
If the clean file doesn't import and it can't be fixed, your choice: a free fix or a full refund.

**How long does it take?**
48 hours from when your file is received — not from when you pay.

**Is my pricebook data shared or reused?**
No. Your file is used only to produce your clean file and report. It's never shared, sold, or used for anyone else's book.
