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Pricebook Specialist

ServiceTitan Pricebook Optimization

ServiceTitan pricebook optimization is a structured review and rebuild of the services, materials, equipment, task times, categories, pricing rules, and presentation options used in estimates. TradeWeave identifies inconsistent or outdated inputs, documents required decisions, and validates approved changes across office and field workflows. Financial outcomes remain specific to the contractor's costs, job mix, pricing choices, technician adoption, and customer demand.

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In plain English

What we do
Audit and rebuild the inputs that drive pricebook structure, pricing rules, estimates, and field presentation.
When you need it
Inputs include the current pricebook export, material and labor costs, overhead and margin targets, business-unit rules, accounting mappings, estimate presentation standards, available regional inputs, and the people authorized to approve changes.
What you get
Line-by-line pricebook audit · Good-better-best option building · Material cost verification
Why TradeWeave

Why choose TradeWeave for Pricebook Optimization

Inputs include the current pricebook export, material and labor costs, overhead and margin targets, business-unit rules, accounting mappings, estimate presentation standards, available regional inputs, and the people authorized to approve changes. Optimization begins by finding missing, inconsistent, or outdated assumptions and assigning an owner to each decision.

Scoped deliverables can include a line-by-line issue register, approved category and service structure, change file, import or rebuild QA, option packages, field presentation guidance, and a maintenance plan. Exact scope and results depend on licensing, data quality, client approvals, job mix, adoption, and demand. The maintenance plan identifies who monitors cost changes, approves updates, tests imports, records exceptions, and verifies field presentation after the initial rebuild on a defined cadence.

What you get
Line-by-line pricebook audit
Good-better-best option building
Material cost verification
Margin analysis and correction
Task time standardization
Technician presentation training
Related servicePricebook Consulting →
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Who you'll work with

Certified providers and operators, not account managers.
Dean Mainardi
Co-Founder
Moroni Montuy
Co-Founder, Chief Strategy Officer
Charlie Vecchio
Chief Executive Officer
Victoria Hall
Chief Operations Officer
Pon Songsamayvong
Chief Marketing Officer
Craig Sirulnik
Data Migration Specialist
Ahmed Siddiqui
Sales Consultant
Taofiq Oukpedjo
Sales Consultant
Case study · Roofing
Guaranteed Roofing & Fencing
Sylas Smith · Owner

"I don't know how any roofer could make this transition successfully without a group like TradeWeave. If you're moving to this platform, I don't know how you'd do it without them."

Read the roofing story →
FAQ

Common Questions

What does a ServiceTitan pricebook optimization project involve?

TradeWeave rebuilds the pricebook from the ground up: a line-by-line audit, corrected material costs, standardized task times, and presentation-ready good-better-best packages aligned to your real overhead and profit targets.

How much margin improvement can we expect?

There is no responsible universal percentage. Results depend on your starting pricebook, costs, job mix, pricing decisions, technician adoption, and customer demand. TradeWeave makes those inputs measurable and aligns the rebuilt pricebook with the margin targets you approve.

When is ServiceTitan support enough for pricebook optimization?

ServiceTitan documentation and support are appropriate when the task is configuring a known feature, resolving permissions, troubleshooting an import, or confirming product behavior. A consultant is useful when the business must audit assumptions, choose category and service architecture, approve cost and margin rules, coordinate office and field adoption, or establish ongoing quality control.

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Get expert help with Pricebook Optimization

Schedule a free consultation with our ServiceTitan certified consultants. We'll review your setup and show you exactly how we can help.

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Client testimonial

HVAC and plumbing pricebook support, in a client's words

“Our company has been in business for 40 years, and our family has been in the HVAC industry for more than a century, since the trade's earliest days. We don't hand over something as important as our pricebook lightly. We've worked with Moroni for three to four years and with TradeWeave for about a year, and I wouldn't trust anyone else with our HVAC and plumbing pricebooks. They're incredibly easy to work with, we talk with them weekly, and they always go above and beyond to make sure everything gets taken care of. Moroni and Nathan redesigned and built systems that let us make changes quickly, so we can pivot with market headwinds and tailwinds instead of getting stuck behind outdated pricing. If you want a pricebook team that treats your business like their own, TradeWeave is it.”

Hank Goettl

Goettl's High Desert Mechanical

Read Goettl's High Desert Mechanical's client storyExplore our pricebook consulting services

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TradeWeave is a ServiceTitan Certified Provider helping home-service, industrial, and commercial contractors implement, train on, and optimize the ServiceTitan platform.

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Location

Serving contractors nationwide

Hours

Monday - Friday, 8:00 AM - 6:00 PM EST

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