← Use cases · Bookkeeper

Your pricebook, at today's prices.

Drop a vendor's price list in Slack, PDF or spreadsheet. Clair matches it to your pricebook by part number, shows what moved, and writes the update to ServiceTitan on your click.

Maria · office manager, sharing ferguson-oct.pdf
@Clair Ferguson sent a new price list.
Clair AGENT

14 items rose 6–9% since your pricebook was last updated; 3 fell.

The biggest: the 3-ton condenser you install most often, up $142. At your markup tiers, its price goes from $4,980 to $5,260.

Two lines did not match a pricebook item with confidence; they are in the sheet for you to confirm.

ItemOld costNew costNew price
3-ton condenser$2,110$2,252$5,260
Line set 3/8 × 3/4, 25 ft$118$127$342
Hard-start kit$41$44$189

Clair · Acme demo shop · AI-generated, check before acting

Then she does the work

One card. You click.

ClairAGENT

Proposed · Update pricebook costs and prices in ServiceTitan
14 items: new cost, price and member price at your markup tiers.

Update pricebook costs and prices in ServiceTitan · nothing happens until someone approves

ApproveDecline
ClairAGENT

Done · Update pricebook costs and prices in ServiceTitan
14 items: new cost, price and member price at your markup tiers.

Update pricebook costs and prices in ServiceTitan

Done by @Maria · 14 items updated in ServiceTitan

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