Flat Rate Book Usage & Updates

Purpose

How service technicians use and navigate the flat rate pricing book in ServiceTitan to build accurate, consistent estimates on-site.

Every time you need to quote pricing to a customer during a service call.

Open ServiceTitan on your tablet → navigate to the active job → Estimates.

The flat rate book is organized by job category (water heaters, drains, fixtures, gas, etc.).

Search by keyword or browse by category to find the correct task/item.

Each entry includes: description, flat rate price, estimated labor time, and materials.

Select the appropriate line items for the job.

Add all components: primary task, required materials, permits (if applicable), disposal, tax.

Build Good/Better/Best options using different product tiers from the book.

Review the total before presenting — does it make sense for this job?

If the book doesn't have an exact match, use the closest comparable item and adjust. Note any adjustments.

Custom or unusual jobs may not have a flat rate entry.

Do NOT make up a price. Call your manager or a lead tech for guidance.

If you need a custom quote, document the scope and get approval before presenting to the customer.

After the job, flag the missing item for the office team to add to the pricing book.

The flat rate book is updated periodically to reflect material cost changes and market adjustments.
When updates are released, you'll receive notification via Slack.
Always ensure your ServiceTitan app is synced to the latest version.
If you notice a price that seems wrong (too high or too low), report it to the office — don't override.

Flat rate pricing ensures consistency — every customer gets the same fair price regardless of which tech visits.
Never discount without manager approval (see Price Adjustments & Manager Approval).
The flat rate includes labor — don't add additional labor charges on top.
If a customer questions the price, explain the value: "This price covers everything — the part, the labor, and our warranty."