Sell Like a Champion · EquipmentPro for ServiceTitan

Turn your pricebook
into a strategic
asset.

EquipmentPro is the organization system and ServiceTitan pricebook setup that lets your team build professional, option-based equipment proposals onsite in minutes — turning good salespeople into great ones, and closing more deals at higher ticket.

Built for shops already running ServiceTitan.

Request a demo See how it works

Built into

ServiceTitan100%

No third-party estimating software

Onsite proposal time

Minutes/ not hours

Best · Better · Good in one click

Equipment tiers

4/ Bronze → Platinum

Across every major manufacturer

Client outcomes

↑ Close↑ Avg Ticket

Reported across 150+ active deployments

What it is

Not a tool you bolt on.
An operating system for equipment sales.

EquipmentPro is an organization system and a ServiceTitan pricebook setup — designed end-to-end to help your team develop equipment proposals that fit each customer's requirements and close more deals.

The shift

Most contractors treat the pricebook as a list. We treat it as the sales floor — structured, tiered, and ready for your closers to win on. Everything lives inside ServiceTitan, so there's no second system, no double entry, and no question about where the truth lives.

The value

Four reasons contractors
switch and stay.

01/04

Pricebook as a strategic asset

Categories, pairings, descriptions, and grade matrices structured so your pricebook stops being a maintenance burden and starts driving revenue. Every system in the book is sold the way it should be — every time.

02/04

Professional proposals onsite in minutes

One-click Best · Better · Good proposals built directly inside ServiceTitan. Common items — installation, warranty, crane, accessories — already attached. Your tech adds the system, and the proposal is ready while you're still on the customer's couch.

03/04

Turn good salespeople into great ones

Consistent system descriptions, clean tiered options, and pricing logic that holds the line on margin. Your B-players get the structure of an A-player. Your A-players get faster. Nobody wings it.

04/04

100% built into ServiceTitan

No third-party estimator. No duplicate pricing system. No "two screens" workflow for your team. Estimates, proposals, job costing, and reporting all live where they belong — inside the platform you already pay for.

Live in the ServiceTitan mobile app

Three views of the
same close.

What your tech pitches on the customer's couch. What the customer reads when they want to dig in. What gets signed and goes home. All generated from the same pricebook setup, inside ServiceTitan.

01TheSummary

Good · Better · Best, built in seconds from the system pairing the tech selects. Equipment photos, bullet specs, member pricing, E-Sign top right. Tap a column to drill in.

EquipmentPro Good/Better/Best estimate summary in ServiceTitan Mobile

Heat Pump Installation — Vertical3 options auto-builtE-Sign ready

02TheDetail

Drill-in view with full installation scope (outdoor, indoor, refrigerant & pressure testing) plus the system's key features in customer language. Pre-loaded — your tech doesn't type it.

EquipmentPro proposal detail view with installation scope and equipment description

Code-compliant scopeCustomer-language benefitsZero free-typing

03ThePrint & Sign

What the customer takes home and signs. Service codes, full scope, totals, and terms — generated from the same pricebook entries. No re-keying, no surprises between mobile and paper.

EquipmentPro printed estimate / E-Sign PDF view

One source of truthPrint or E-SignSame numbers as mobile

Manufactureragnostic· same flow, every brand

TraneCarrierDaikinRheemGoodmanAmeristarPayne+ others

What our clients say

Contractors don't pay us
for pricebooks. They pay us for
close rates.

EquipmentPro has been a great investment for our business. We were able to move away from our third-party estimating software and now manage everything directly inside ServiceTitan. Our close rates have improved, and our sales team only needs to learn one system. The EquipmentPro team is extremely responsive, and I'd highly recommend working with them.

Tony ShepardBill Cody and Son's Plumbing, Heating & Air

EquipmentPro makes it easy for us to deliver high-quality, tailored bids right on the spot. Everything comes out accurate and aligned with our pricing standards, and we've seen both close rates and average ticket prices increase on equipment sales. The EquipmentPro team handled all the heavy lifting during setup, and their ongoing coaching and support have been a huge value to our team.

Trevor HessCAMFLO Heating and Cooling

See what an EquipmentPro build
looks like for your shop.

Request a demo See what's included

Common questions

Straight answers,
contractor to contractor.

01Does EquipmentPro work with my equipment brand?+

Yes — it's manufacturer-agnostic. Trane, Carrier, Daikin, Goodman, Rheem, Ameristar, Payne and others all use the same tier structure and customer-facing descriptions, so your team learns one system instead of one per brand.

02Is EquipmentPro a separate app from ServiceTitan?+

EquipmentPro is an estimator module we build for you entirely inside ServiceTitan. There's no second login, and no double entry. Estimates, proposals, job costing, and reporting all stay in the platform you already pay for.

03Do my techs have to learn a new system for every manufacturer?+

No. Tier names and customer-facing descriptions are consistent across brands. A longtime single-brand dealer added a second manufacturer and rolled it out with effectively zero retraining.

04Does it work in the ServiceTitan mobile app?+

Yes. Techs build full Good / Better / Best proposals on mobile at the customer's home, and the office can pre-build estimates from the admin side before a visit.

05What if a customer wants a model that isn't set up?+

You can substitute equipment or use a placeholder. Because pricing is tied to the equipment and install items, the price follows the unit automatically, so swapping a component keeps your margin intact.

06How long does setup take?+

Typically about one to two weeks for an initial brand set, once KAM has your pricing and pairing data.

07How does EquipmentPro protect my margins?+

Pricing is attached to the equipment and install items, the customer sees clean summary pricing with line-item detail hidden, and setup includes a pricing analysis that smooths anomalies so your tiers step up cleanly instead of overlapping.

08Is it a monthly subscription?+

No—it's a one-time setup. Ongoing price-book maintenance is optional, and you can also maintain it yourself.

What's included

A done-for-you setup,
not a template dump.

Category Setup

Pricebook category structure built around equipment types and install orientation — so techs find the right system fast.

Installation Items Setup

Code-compliant install scopes for horizontal, vertical, gas, electric, and heat pump configurations. Materials and labor mapped.

Pairing Items Setup

The components — condensers, air handlers, furnaces, coils, thermostats — structured for matchups instead of free-form picking.

Pairings Identification

Manufacturer-approved system matchups identified for every tier across every brand you sell.

Picture Setup

Generic equipment imagery loaded so proposals look like proposals, not invoices.

Pairings Setup

System pairings codified with naming conventions like B-SC-1.5-T — so every tier, type, tonnage, and brand has one true ID.

Estimate & Proposal Templates

One-click Best · Better · Good templates. Common items (install, warranty, crane, accessories) pre-attached.

Initial Pricing & Analytics

Pricing analysis at setup plus the analytics layer that lets you see what's selling, what's not, and where the margin really is.

30 Days Training & Support

Training presentation, setup documentation, and live support to make sure the system lands inside your sales team — not just inside your tenant.

Turn your pricebookinto a strategicasset.

Not a tool you bolt on.An operating system for equipment sales.