Three steps, no surprises.
You send one file. You get one clean file and one plain-English report back. Here is exactly what happens at each step.
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 $99 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.
What you get back
The clean file
- ServiceTitan import format, ready to import
- Duplicates removed, codes generated where missing
- Categories and money fields normalized
- IDs left blank for new items, the way ServiceTitan wants them
The change report
- Plain-English list of everything fixed, dropped, or flagged
- Every duplicate removal listed — nothing silently deleted
- Problem rows flagged for your decision, returned unchanged
Scope, stated up front
This is a clean-up service — not pricing advice, not consulting, and not a full pricebook rebuild. It does not decide what you should charge. We never need — or want — your ServiceTitan login.