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I’m rolling out ServiceTitan for my HVAC company and need a clean, reliable inventory and pricebook foundation right from the start. The focus is on two key groups—unit parts plus all of our tools & equipment—and I want every SKU organized by type so technicians can locate items in seconds and our warehouse stays audit-ready. Here’s what I’m looking for: • Build or refine the master item list in ServiceTitan, mapping each part, tool, and piece of equipment to logical “type” categories. • Enter cost, markup, and retail pricing so my pricebook is immediately usable in the field. • Configure essential fields (vendor, reorder point, bin location, etc.) to support automated purchasing and stock replenishment. • Provide a short Loom or written walkthrough showing how you structured the catalog and how my team can maintain it. Acceptance criteria: • All active parts, tools, and equipment appear in ServiceTitan under clearly labeled type categories with no duplicates. • Sample searches for at least five random items return accurate location, cost, and price data. • Pricebook exports without errors and re-imports cleanly. If you’ve set up ServiceTitan for HVAC shops before—or have deep inventory experience on a similar platform—let’s connect so I can hand over my current spreadsheets and get this done quickly.
Project ID: 40619722
32 proposals
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Active 2 days ago
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32 freelancers are bidding on average $8 USD/hour for this job

I'd love to work on your project. I can deliver a clean, high-quality solution with fast communication and on-time delivery. Let's discuss the details!
$15 USD in 40 days
8.7
8.7

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$8 USD in 40 days
7.8
7.8

Hello there, I can organize your ServiceTitan inventory and pricebook with clear categories for unit parts, tools, and equipment, ensuring every SKU is easy to find and duplicate-free. I will accurately enter pricing, vendor details, reorder points, bin locations, and validation checks so purchasing and stock replenishment work smoothly. I’ll also test exports and searches, then provide a simple walkthrough showing your team how to maintain the catalog.
$5 USD in 40 days
6.2
6.2

A ServiceTitan setup is only valuable if technicians can find the right item instantly and the warehouse team can trust the inventory data. The objective here is to build a pricebook that supports daily operations, purchasing, and future growth—not just import a spreadsheet. I'd start by reviewing your existing inventory, removing duplicates, and creating a consistent category structure for unit parts, tools, and equipment. Each SKU would then be mapped with cost, markup, retail pricing, vendor details, reorder points, and bin locations so purchasing and stock replenishment work as intended. Before finalizing, I'd validate searches across random items, confirm export/import integrity, and document the catalog structure in a short Loom video or written guide so your team can maintain it confidently. I've worked on inventory organization and pricebook standardization for field service workflows where accurate categorization and pricing directly impact technician efficiency and warehouse accuracy. To estimate the timeline, could you share approximately how many SKUs are in your current spreadsheets and whether they're already categorized or need to be organized from scratch?
$5 USD in 40 days
5.7
5.7

Hi, hope your week is going well. I’ve delivered several inventory and pricebook builds for HVAC and field-service shops, using ServiceTitan export templates, Excel cleanups, and MySQL imports so entries map to vendor, bin, and reorder-point fields cleanly. A parallel project involved taking a messy parts spreadsheet, removing duplicates, mapping SKUs to logical type categories, and importing via ServiceTitan CSV while preserving cost and markup columns. I’d usually start by reviewing your current spreadsheets, aligning type categories, and preparing a staged import and validation sheet in Excel, then run a test import and confirm search results. Could we hop on a short call to confirm your preferred type taxonomy and reorder point rules before I begin? Thank you, Muhammad Armaghan K.
$2 USD in 40 days
5.1
5.1

Hello Dear! Good Day! Hope you are doing fine. This is Ruhul Ajom Sagor. I am an expert "Web Developer" with 10+ years of working experience in PHP, HTML5, CSS3, JavaScript, jQuery, Bootstrap, MySql and different Frameworks. I have completed my B.S.C Engineering in Computer Science and Engineering (CSE) from BUET. Hire me and you don't have to worry about your website problems again! I'll add value to your projects by creating astonishing designs and code with high impact and optimized user interaction that leads to bigger conversions. WHAT PROBLEMS CAN I HELP YOU SOLVE? • Custom Websites Using PHP and Frameworks • e-Commerce Websites (Woo-Commerce and Shopify) • Custom WordPress themes • On-Page and Off-Page SEO • WordPress themes Customization • Database Modeling/Development • WordPress migrations and upgrades • Responsive Coding (Make your website compatible with: smartphones, tablets, desktops) • Websites speed and loading time improvements • Cross-browser compatibility • PSD to HTML to WordPress conversion • HTML5/CSS3/jQuery websites based on Bootstrap I love challenges, talking to my clients, and meeting others’ standards as well as expectations. I will be discussing everything in detail, giving my full advice and delivering through best of my skills. You are cordially welcome to discuss your project. Thank You! Best Regards, Ruhul Ajom
$5 USD in 40 days
5.4
5.4

Hi, your ServiceTitan rollout needs a clean inventory and pricebook structure that technicians can trust immediately. I can help organize your unit parts, tools, and equipment into clear type categories, then build the master item list so search, purchasing, and stock control all work smoothly. I’ve worked with inventory and pricebook setups where accuracy, speed, and easy maintenance mattered most. My focus will be on clean SKU organization, correct cost/markup/retail fields, and the essential vendor, reorder point, and bin location data that supports replenishment. I’ll also verify the catalog by testing sample searches, checking exports/imports, and making sure the structure stays easy for your team to maintain. I can provide a short Loom walkthrough so your staff knows exactly how it was built. If you’re ready, send over the spreadsheets and I’ll get started. Best regards, Gabriel
$25 USD in 34 days
4.4
4.4

Hello. I can set up your ServiceTitan inventory and pricebook with clean SKU organization and built-in search fields so technicians find parts in seconds. For a similar commercial HVAC client I mapped 2,400 SKUs into ServiceTitan, added bin locations and reorder points, and delivered a walkthrough video the team still uses today. I’d approach this by first importing your spreadsheets into a staging ServiceTitan account, then tagging every SKU with type, vendor, and bin location. The biggest improvement comes from enforcing unique part numbers and testing sample searches before finalizing the catalog. Your warehouse will stay audit-ready and technicians won’t waste time hunting for parts. I’ll provide a written guide plus one week of support to fix any import hiccups. If these details fit, I can start today. Thanks, Lazar.
$2 USD in 40 days
4.2
4.2

Hi, I hope you're doing well. I understand you're looking to build a clean and structured inventory and pricebook foundation in ServiceTitan so your HVAC team can quickly find items, manage costs, and maintain accurate stock records. The goal is to create an organized catalog with reliable pricing, categorization, and inventory data that supports daily operations and future automation. I will organize and optimize your item database by structuring parts, tools, and equipment into clear categories, configuring essential inventory fields, and preparing accurate cost, markup, retail pricing, vendor, and location information. I will also validate the data quality, remove duplicates, ensure exports/imports work correctly, and provide clear documentation or a walkthrough so your team can confidently maintain the system. My focus is on delivering an accurate, audit-ready inventory setup with clean data organization, reliable configuration, and a smooth handover process for long-term management. Best regards, Heorhii
$14 USD in 40 days
4.3
4.3

Hi, I can clean, structure, and prepare your HVAC inventory and pricebook for reliable use in ServiceTitan. I’ll begin by auditing the current spreadsheets, standardizing SKUs, identifying duplicates, and creating a consistent category hierarchy for unit parts, tools, and equipment. Each active item will be mapped with its description, type, vendor, cost, markup, retail price, bin location, reorder point, and other required ServiceTitan fields. Pricing formulas and rounding rules will be applied consistently, while exceptions will be flagged for approval rather than guessed. Before final import, I’ll validate required fields, category mappings, duplicate handling, and data formats. After loading, I’ll test random searches, export the completed pricebook, and verify that it can be re-imported without errors. The handover will include the cleaned master file, change log, field-mapping reference, and a concise walkthrough explaining category maintenance, pricing updates, and future imports. Question 1: Approximately how many active SKUs are included across parts, tools, and equipment? Question 2: Do your spreadsheets already contain vendor costs, markup rules, bin locations, and reorder points? Regards, Houssame
$5 USD in 40 days
5.5
5.5

As an AI Agent Engineer and Automation Specialist, I am confident I can provide you with the best solution for your HVAC pricebook & inventory setup using ServiceTitan. My vast experience in designing, building, and deploying AI-driven systems culminates in your efficient, automated and error-free inventory management system. On top of my capabilities in creating intelligence-driven tools, I have a strong background in application development on frameworks like FastAPI, Flask, Node.js & Django along with databases like PostgreSQL, MySQL, Redis, MongoDB & Neo4j. This means that not only can I create the robust organizational structure you need in ServiceTitan to suit your specific requirements for each item type, but I will make sure it integrates seamlessly into existing workflows. My pitch as an Automation Specialist is highly relevant to the task at hand - organizing and automating your inventory management system is imperative to avoid duplicates and keep track of reordering points and bin locations. My expertise lies in designing end-to-end business automation solutions which would be crucial for your requirements.
$27 USD in 40 days
3.6
3.6

Hi, I can help you build a clean, dependable ServiceTitan inventory and pricebook structure for your HVAC operation. I’ve worked on inventory-heavy system setups and understand how important fast technician lookup, accurate pricing, and audit-ready organization are from day one. I can organize your unit parts, tools, and equipment into clear type categories, clean up duplicates, populate vendor/reorder/bin data, and structure cost, markup, and retail pricing so the pricebook is ready for field use. I’ll also validate export/re-import integrity and provide a concise Loom or written walkthrough so your team can maintain the catalog confidently. If you share the current spreadsheets, I can move quickly and keep the setup practical, consistent, and easy to scale. Best, Miguel
$20 USD in 38 days
2.8
2.8

Hi, I've reviewed your project details. I can assist with your HVAC Pricebook & Inventory Setup by meticulously mapping your unit parts and tools within ServiceTitan. I will organize your master item list into logical categories while configuring essential fields like reorder points and bin locations to ensure your warehouse is audit-ready. Using my experience in inventory management and Excel data manipulation, I will accurately input your costs and markups for a seamless field rollout. I will also provide the required walkthrough to ensure your team can maintain the catalog long-term. Best regards, Khadija Tul Kubra
$15 USD in 1 day
2.0
2.0

Hi, "SERVICETITAN PRICEBOOK & INVENTORY SETUP" — your team needs every SKU organized correctly so technicians find parts fast and inventory stays accurate. I'll build a clean master catalog with logical item types, cost, markup, retail pricing, vendor details, reorder points, and bin locations. Before finishing, I'll verify searches, remove duplicates, and test export/import so the pricebook works smoothly from day one. I'll also provide a short walkthrough so your team can maintain it without hassle. Is your current inventory already in Excel, or do you have multiple spreadsheets that need to be merged first? Looking forward to working with you.
$5 USD in 40 days
1.7
1.7

Hello, We will build a clean, audit-ready ServiceTitan inventory and pricebook foundation for HVAC unit parts and tools. We map every SKU to a logical type, configure essential fields for automated purchasing, and deliver a ready-to-use pricebook with cost, markup, and retail pricing. A Loom walkthrough or written guide will show catalog structure and maintenance steps so your team can sustain accuracy and audits. One quick question: Do you have an existing spreadsheet or ServiceTitan template we should map against, and can you share a sample export to validate item-type mappings? Best regards, XLogic Solutions
$25 USD in 31 days
0.0
0.0

We've recently helped an HVAC company set up their inventory and pricebook in ServiceTitan, ensuring a seamless transition and immediate usability. We will help you establish a clean, organized, and reliable inventory and pricebook foundation that meets your specific needs. I understand you require a master item list organized by type, with essential fields configured for automated purchasing and stock replenishment. This will ensure your warehouse remains audit-ready and technicians can find items quickly. We specialize in inventory management systems, and we have 75+ 5-star reviews on similar projects and rank in the top 1% among 75 million users. Our expertise in ServiceTitan is backed by proven success in similar setups. It would be our privilege to assist you with your project, and choosing us is a decision you will not regret. Regards, Henco Burger.
$4 USD in 3 days
0.0
0.0

The biggest headache with ServiceTitan is watching techs waste time hunting for a part that's buried under the wrong category. I've been through this with HVAC shops before, and the fix is a structure that matches how your team actually thinks on a job. For the parts, I'll group by function, not just alphabetically. That way a motor, a capacitor, and a contactor each live where a tech expects to find them. For tools and equipment, I'll separate consumables from specialty gear so inventory counts stay accurate. I'll map your cost and retail pricing using a consistent markup logic. No guesswork, just a clean pricebook that quotes accurately the first time. Vendor details, reorder points, and bin locations will be configured to support automated purchasing. And I'll walk you through the structure so your team can maintain it without calling me back. Questions: Are your current items in a spreadsheet, and do they already have categories? Do you have preferred markup tiers for parts vs. tools? Feel free to DM anytime. My Inbox is open 24/7.
$5 USD in 40 days
0.0
0.0

Hi there. This is an interesting project. Before anything else, one area I'd pay particularly close attention to is data accuracy, as that’s often what determines whether inventory systems run smoothly or lead to confusion later. Building a clean and reliable inventory in ServiceTitan requires precise categorization of your parts and tools. I can ensure each SKU is organized logically, which will help technicians locate items quickly and keep your warehouse audit-ready. A practical consideration is the mapping of vendor information and reorder points, which can significantly streamline automated purchasing. To ensure your team can maintain this system, I’ll provide a concise walkthrough, either via Loom or written guide. What specific criteria do you have in mind for categorizing your SKUs? Looking forward to engaging. Even if we don't end up working together, you'll still walk away with valuable insights from our discussion. Regards, Riyaaz
$4 USD in 7 days
0.0
0.0

I can help you achieve a clean and reliable foundation for your HVAC inventory and pricebook in ServiceTitan. Setting this up correctly from the start is crucial for your team's efficiency. I understand the importance of organizing your SKUs by logical categories to ensure technicians can locate items quickly and maintain an audit-ready warehouse. My focus will be on creating a seamless and user-friendly system that supports automated purchasing and stock replenishment. As a specialist with extensive experience in inventory management and ServiceTitan setups, I’ve successfully assisted HVAC companies in optimizing their operations. My approach ensures that every aspect of your inventory is meticulously structured. Let's chat about how we can streamline this process and get your project rolling smoothly. Regards, Pieter.
$3 USD in 7 days
0.0
0.0

THIS IS A GREAT MATCH. I have just completed a similar project for an HVAC company using ServiceTitan. Together, we created a reliable inventory and pricebook structure that technicians loved. I’ll ensure every SKU is organized flawlessly, with essential fields configured for automated purchasing. A clear walkthrough will make it easy for your team to manage. Keeping things straightforward is my priority. You’ll have a clean, efficient setup ready to go. REACH OUT, LET'S SEE IF WE ARE A GOOD FIT. Regards, Stefan.
$4 USD in 7 days
2.2
2.2

Wilmington, United States
Member since Aug 1, 2026
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