Pricebook and membership planner

Offer pages that stay aligned with what the ServiceTitan shop actually sells.

This offline planner turns the manual Titan Map into pricebook-aware service offers, membership growth pages, and campaign variants without reading or writing ServiceTitan pricebook data.

Customer
Desert Peak Heating & Air
mode: manual-demo
3
plans
2
pricebook
1
membership

Offer and membership plans

AC Diagnostic offer page

ready
/ac-repair-phoenix
seasonal offer
Audience

High-intent demand in Phoenix Metro from mapped paid/search campaigns

Primary CTA
Book this service
Fallback
Call or request manual review
Offer copy direction

Explain AC Diagnostic in customer language while keeping the page mapped to the underlying pricebook service for future read-only sync.

Mapped ServiceTitan objects
Job type: AC RepairBusiness unit: Residential HVACCampaign: Summer AC DemandZone: Phoenix MetroPricebook service: AC DiagnosticBooking provider: PageToJob appointment request
Pricebook
AC Diagnostic
Membership
Not mapped
Campaign
Summer AC Demand
Guardrails
  • - Do not write to ServiceTitan pricebook from this workflow.
  • - Confirm offer copy, expiration, and dispatch availability with the customer before publishing.
  • - Use read-only/API-backed pricebook and membership sync only after approved access exists.
Next page ideas
AC Diagnostic in Phoenix MetroSeasonal offer variant with matching UTM source

Comfort Club growth page

ready
/maintenance-plan
membership growth
Audience

Existing customers, expiring members, and recurring-service audiences

Primary CTA
Request maintenance visit
Fallback
Call or request manual review
Offer copy direction

Promote Comfort Club without implying live recurring-service automation until membership data access is authorized.

Mapped ServiceTitan objects
Job type: Maintenance Tune-UpBusiness unit: Residential HVACCampaign: Maintenance Member ReactivationMembership: Comfort ClubPricebook service: Seasonal Maintenance VisitBooking provider: PageToJob appointment request
Pricebook
Seasonal Maintenance Visit
Membership
Comfort Club
Campaign
Maintenance Member Reactivation
Guardrails
  • - Do not write to ServiceTitan pricebook from this workflow.
  • - Confirm offer copy, expiration, and dispatch availability with the customer before publishing.
  • - Use read-only/API-backed pricebook and membership sync only after approved access exists.
Next page ideas
Comfort Club renewal reminderSeasonal offer variant with matching UTM source

Water heater repair legacy page

blocked
/water-heater-repair
demand service
Audience

Service shoppers in West Valley who need dispatch-reviewed appointment intake

Primary CTA
Request an appointment
Fallback
Call or request manual review
Offer copy direction

Use customer-reviewed offer copy and keep the page mapped to dispatchable ServiceTitan objects.

Mapped ServiceTitan objects
Job type: Water Heater RepairBusiness unit: Residential PlumbingZone: West Valley
Pricebook
Not mapped
Membership
Not mapped
Campaign
Not mapped
Blockers
  • - Water Heater Repair is inactive
  • - Residential Plumbing is inactive
  • - West Valley is inactive
Guardrails
  • - Do not write to ServiceTitan pricebook from this workflow.
  • - Confirm offer copy, expiration, and dispatch availability with the customer before publishing.
  • - Use read-only/API-backed pricebook and membership sync only after approved access exists.

Operational limits

  • - This planner uses local/manual demo data only. It does not read or write ServiceTitan pricebook records.
  • - Pricebook writes are intentionally out of scope until explicit approval and operational controls exist.
  • - Membership and recurring-service automation requires customer authorization, eligible modules, granted scopes, and approved app access.