Done-for-you service · ServiceTitan contractors
Pricebook Clean-Up
Your ServiceTitan pricebook is a mess — duplicates, missing codes, five spellings of the same category, prices typed as “$1,250.00”, services priced below cost. Send the export exactly as-is and get back a clean, import-ready file in 48 hours. Stated plainly: this is a clean-up service, not pricing advice and not a full pricebook rebuild. We never need — or want — your ServiceTitan login. File in, file out.
Who it’s for
HVAC, plumbing, and electrical contractors on ServiceTitan whose pricebook has grown messy over the years — or whose implementation stalled at pricebook setup. Fixing a 200–500 item book by hand takes 20–40 hours; consultants charge thousands to rebuild one.
What the clean-up does
- Duplicates removed — exact and near-duplicates (same code, or same name + price) are taken out, and every removal is listed in your change report. Nothing is silently deleted.
- Missing codes generated — every item missing a code gets one, made unique across the book.
- Categories normalized — one spelling, one consistent structure, instead of “Water Heaters” / “Water Heater” / “WH”.
- Money fields normalized — prices and costs returned as clean numbers ServiceTitan accepts, not “$1,250.00” text.
- Problem rows flagged, never changed — every row priced at or below cost, or missing a price or cost, is flagged in the report for your review. We never guess at your prices.
- Import-ready file + change report — a clean file in ServiceTitan import format (IDs left blank for new items, the way ServiceTitan wants them), plus a plain-English report of everything that was fixed, dropped, or flagged.
From a real demo run
A 60-row sample pricebook went through the cleaner: 52 rows out, 8 duplicates removed, 20 codes generated, 118 money fields normalized, and 5 rows flagged for review — the rows priced at or below cost, or missing a price or cost, exactly the ones a bookkeeper needs to see before importing.
How it works
- Export your pricebook — in ServiceTitan, go to Settings → Pricebook (or Pricebook → Export, depending on your version) and export your whole Services and Materials book to Excel/CSV. Save a copy of that original export somewhere safe and don’t touch it — that file is your undo button. Don’t clean anything first; send it exactly as-is.
- Check out and send it — pay the founding price at checkout, and you’ll receive submission instructions after checkout — an upload link plus a short 5-question form (business name, trade, rough item count, anything you already know is broken, flagged rows left as-is or dropped). The 48-hour clock starts when your file arrives, not when you pay. Your file is used only to produce your clean file and report — never shared, sold, or used for anyone else’s book.
- Import it safely (about 15 minutes) — read the flagged section of the change report first, import one small batch (one category), spot-check 5–10 items against the report, then import the rest. If the file doesn’t import, send us the error and the delivered file: one free fix round is included, and if we can’t make it import, you get a full refund.
Try it free first
Not sure? Start with a free 25-row sample clean: send your messiest 25 rows and see the cleaned file and the change report before you pay anything. The sample offer is at the bottom of the free resources below.
Free pricebook resources
- Flat-rate pricebook cleanup checklist — the full DIY clean-up, step by step, free.
- ServiceTitan pricebook import errors — the five usual causes of a failed import, and how to fix each one.
- How to clean up a ServiceTitan pricebook — the whole process, in the right order.
- ServiceTitan pricebook template — what a clean, importable book is structured like.
Download the guide (PDF) Read the guide (Markdown)