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1) On the Service Titan Pricebook Tab 2) Equipment Pricebook 3) Add Button |
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Required Fields:
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Optional Fields:
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Equipment Tab: 1) Search for Sales Builder Pro 2) Click on the 3 dots 3) Select View/Edit Equipment
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Read the number at the end of the URL in the address bar. This number will be entered in the Sales Builder Pro configurations. |
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Service Line Setup |
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1) On the Service Titan Pricebook Tab 2) Select Services 3) Add Service 4) Required fields:
5) Save changes
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