Do you want to automate your ServiceTitan pricebook materials and equipment cost while having greater insight into what is being purchased? This short guide shows you how to make this possible.

We start with a screen experienced ServiceTitan users know well, the purchase order screen. On this screen, a Miscellaneous material has been entered into the Purchase Order. This happens mostly for one of three reasons.

1. The technician did not have time to input all the ordered materials
2. All the materials were not present inside of the pricebook
3. A custom part needed to be ordered

This makes inventory tracking and planning impossible. Here is how we solve this while automating your pricebook updates.

1. We take the invoice that arrives from one of your vendors

2. Then we scan the invoice into our secure database, extracting all of the invoice details

3. Then we upload the invoice information to ServiceTitan using the extracted invoice details, here is what that purchase order now looks like.

All of the details that were provided from the vendor are now populated inside of the purchase order. Now you can accurately track items purchased, plan for future inventory needs, and verify vendor pricing.

Now let’s see how we can use the invoice details to automate pricing updates in the ServiceTitan pricebook. When an invoice is run through our integration:

• Each item is checked inside of your materials and equipment catalog
• If the pricing does not match, we notify you and your team
• If you approve the discrepancy, we update your pricebook with the new cost from the vendor

No more out of date materials and equipment!

We are super excited about how this integration will help businesses running on ServiceTitan. If this would help your business, schedule a call with me the founder, and I would love to answer any questions you may have. Thank you!