Pricebook setup and management

Question 1

You create pricebook service items to represent the sale of memberships. If you want the selling membership to automatically add tag with the membership name to the service location where would you add the tag?
A. The tech will need to manually add the tag when they sell the membership
B. The opportunity tag field of the service
C. To the membership type you select in the workflow of the service

Answer 1

C. To the membership type you select in the workflow of the service

Question 2

When using a spreadsheet import to add new items to the pricebook, what should you enter in the “ID” column.
A. Enter a unique ID for that item
B. Leave it blank, the ID is generated by ServiceTitan
C. Set the ID to the same as the item’s code

Answer 2

B. Leave it blank, the ID is generated by ServiceTitan

Question 3

When you create a proposal template, you can create your own labels( like good, better, best) for the options by creating different proposal types. True or False?

Answer 3

True

Question 4

Match Each type of pricebook item to it definition

Answer 4

Materials- Parts and components that are used on a job
Equipment- represent large ticket items you sell, track at service locations, and identify as replacement opportunities based on age.
Services- Represent the different tasks your business sells, usually with required labor and materials used to calculate the selling price.

Question 5

If you want to make it easier for your technicians to sell additional services related to one being presenting on an estimate, you can list the related services in the ____ field when building the service.
A. Upsell
B. Add-on
C. Upgrades
D. Recommendations

Answer 5

D. Recommendations

Question 6

ServiceTitan automatically generates the code for Services you add to the pricebook. True or false?

Answer 6

False

Question 7

Which of the following would cause a pricebook category to not be visible to a technician on the mobile app?
A. The category has been marked as hidden from mobile app
B. The category is assigned to a business unit that is not assigned to the job or the technician
C. All of these would cause a category to not be visible in mobile
D. The category has been deactivated

Answer 7

C. All of these would cause a category to not be visible in mobile

Question 8

A customer has a membership with a % discount on all categories. A service tasks in the pricebook has a “member price” in it’s details. If this task is added tp the customer’s invoice, which discount will be applied?
A. Discount % takes precedence
B. Whichever option provides a greater discount to the customer takes precedence
C. Member price takes precedence
D. This is customizable in settings>pricebook

Answer 8

B. Whichever option provides a greater discount to the customer takes precedence

Question 9

In the pricebook, we can enter a duration (in years) in the warranty tabs for equipment. Where does this reflect in ServiceTitan?
A. When you add the equipment to a location, it will auto-populate the manufacturer and/or provider warranty start/end date.
B. It shows up as a tag on the customer/location page
C. This duration does not currently appear anywhere in ServiceTitan
D. This helps populate the equipment tag for replacement opportunity tracking

Answer 9

A. When you add the equipment to a location, it will auto-populate the manufacturer and/or provider warranty start/end date.

Question 10

Billable hours (the hours field on items) are multiplied by your billable rate to generate the labor portion of an items calculated selling price. True or False?

Answer 10

True

Question 11

What is the difference between a recommendation and an upgrade?
A. Upgrades, when selected add an additional line item to an invoice or estimate. Recommendations simply appear as text in the notes on the estimate or invoice
B. They are the same thing, its a matter of preferences as to how you want them be shown to the tech in mobile
C. A recommendation, when selected adds an additional line item to an invoice or estimate. Upgrades, when selected replace the originally offered item with the upgrade item on the invoice or estimate.

Answer 11

C. A recommendation, when selected adds an additional line item to an invoice or estimate. Upgrades, when selected replace the originally offered item with the upgrade item on the invoice or estimate.

Question 12

You can easily add material and equipment items to your pricebook, including make, model, product specs, and even images using _____ and you can continually receive updates to that information using _____.
A. Price lists, pricebook reports
B. Supplier integrations, pricebook connect
C. Supplier integration, a new export file

Answer 12

B. Supplier integrations, pricebook connect

Question 13

Your technician has added an “Add-on” item to an invoice for a customer who has a membership. In setting up that item you added an “add-on” price but left the “member add-on” price as zero. Which price will appear on the customer’s invoice?
A. Because the member add-on price is zero, the item will display at the standard member price.
B. Because member add-on price is zero, the item will display the standard add-on price
C. Because the member add-on price is zero, the item will display at the standard price.
D. Because the field was set to zero, it indicates members do not pay for this service and it will appear as a zero-dollar item on the invoice.

Answer 13

wrong

Question 14

You’ve been informed by a manufacturer that there is a recall on one of their systems. In order to effectively run a report to find all the locations with the recalled system, what fields should you be sure are always completed on equipment items you add to the pricebook?
A. Manufacturer and Model
B. Manufacturer and equipment type
C. Model and Serial Number
D. Make and unit of measure

Answer 14

A. Manufacturer and Model

Question 15

Adding service items to a _____ will allow you to report on the items together even if they are not all part of the same category.
A. Recommendations group
B. Upgrade group
C. This can’t be done, they would have to be part of the same category.
D. Cross sale group

Answer 15

D. Cross sale group

Question 16

Estimate templates can only be added to an estimate in mobile if they are part of a proposal template. True or false?

Answer 16

True

Question 17

As an incentive for techs to sell a canister of “Biological drain cleaner” on each drain cleaning job(or any other job they can sell it on), you will pay a $5 spiff for each canister sold. How would you set up the pricebook material item to account for the $5 spiff?
A. on the commisions tab of the item enter the spiff amount in the $ bonus field
B. You cannot set a flat dollar bonus amount, it must be set as a percentage of the selling price.
C. Put a “5” at the end of the item description so it’s easy to spot when reviewing invoices.

Answer 17

A. on the commisions tab of the item enter the spiff amount in the $ bonus field

Question 18

If material items are added as linked items on a service, when the price setup wizard is run it will use the cost of those materials in it’s calculators of price. True or false?

Answer 18

True

Question 19

Which would be the fastest method of changing the general ledger account on all of the service items within a single category in the pricebook?
A. Use the import spreadsheet
B. Contact ServiceTitan support to get it edited from the back end.
C. Use the pricebooks edit more(in-line editing) feature

Answer 19

C. Use the pricebooks edit more(in-line editing) feature

Question 20

In the process of creating an estimate template, you can quickly add new services to your pricebook “on the fly”. True or false?

Answer 20

False

Question 21

Material Items link to services only impact job costing if you have activated inventory. True or False?

Answer 21

False

Question 22

A service item in the pricebook has a conversion tag. What does this mean?
A. The service is an opportunity. If a task with the conversion tag is added to the invoice, the service is considered converted in reporting.
B. A job with that same tag is an opportunity. If a task with the conversion tag is added to the invoice, the opportunity is converted.
C. the service is a membership task
D. When the task is used, the tag will apply to job.

Answer 22

B. A job with that same tag is an opportunity. If a task with the conversion tag is added to the invoice, the opportunity is converted.

Question 23

You’ve created a service for installing a piece of equipment that will require techs servicing it in the future to bring a special tool. How could you set up the service item to help ensure those techs will know they need the tool?
A. Add the name of the required tool to the item description
B. Add the tool as a recommended item on the service
C. In the workflow tab of the service, use the apply a tag field to add a tag to the location that identifies the tool needed. The tag will be added to the service location any time the service is sold.
D. Add an image of the tool to the service item.

Answer 23

C. In the workflow tab of the service, use the apply a tag field to add a tag to the location that identifies the tool needed. The tag will be added to the service location any time the service is sold.

Question 24

In your state, you must charge sales tax on all material items added as chargeable items on an invoice. How can you ensure these items are always marked as taxable?
A. In the details of the material item in the pricebook, checkmark that it is taxable
B. A material item cannot be made taxable by default
C. Mark your invoice templates to “always charge tax”

Answer 24

A. In the details of the material item in the pricebook, checkmark that it is taxable

Question 25

You have changed supplier for a line of equipment you sell. You’ve updated the cost of the items in the pricebook, however auto replenishment is setting the vendor on purchase orders to the old vendor, creating a lot of extra work for you. What did you forget to do?
A. This can’t be changed because you set the item to be tracked in inventory
B. Modify your PO template
C. Add the new supplier as a vendor if necessary and set them as the primary vendor on the equipment items.

Answer 25

wrong

Question 26

You’ve added upgrade items to a service item in your pricebook. When a technician presents the items in mobile to the customer they will see the upgrade items listed below it labels of better and best from lowest to highest priced item. True or false?

Answer 26

True

Question 27

Which of the following are TRUE about the “hours” field in the details tab of a pricebook service item.
A. It feeds into the technician’s billable efficiency calculation
B. It can be used in the calculation of the items prices via the pricebook wizard
C. It represents the hours worked on a job
D. they represent sold hours

Answer 27

A. It feeds into the technician’s billable efficiency calculation
B. It can be used in the calculation of the items prices via the pricebook wizard
D. they represent sold hours

Question 28

You’ve created a conversion tag that you want to add to number of equipment items. You’ve used the pricebook filters to pull up the equipment and go to Edit mode (in-line editing), but the conversion tag column isn’t there. Can you still use in-line editing to do this?
A. Yes, select “edit columns” and select the conversion tag column to make it visible
B. Yes, go to pricebook setup and add the column
C. No, you must add conversion tags one item at a time.

Answer 28

A. Yes, select “edit columns” and select the conversion tag column to make it visible

Question 29

Which of the following is a benefit of assigning your pricebook services to categories and subcategories?
A. Easier pricebook navigation in ServiceTitan mobile
B. An ability to group services sold by pricebook category in reports
C. These are all the benefits of assigning services to categories
D. Greater control over which items are updated when using the price setup wizard

Answer 29

C. These are all the benefits of assigning services to categories

Question 30

Assigning equipment types to equipment in the pricebook can help automate the creation of replacement opportunities based on equipment age. Equipment types can also be a useful option in filtering and grouping reports. True or False?

Answer 30

True