Stop Struggling with ServiceTitan Pricebooks – AI Can Fix It!

Let's face it, if you're running a home services business on ServiceTitan, your pricebook is your lifeline. But how often do you (or your techs, or worse, your clients) stare blankly at a material description that looks more like secret code than plain English?

18/6C-SOL-CL2-T-STAT-BRN-2500R... Anyone? Bueller?

Yeah, those cryptic, vendor-generated descriptions can be a real pain. They confuse techs in the field and look unprofessional (or just plain baffling) on estimates and invoices presented to homeowners. Wouldn't it be great if they actually... described the item in a way humans understand?

Good news! If you enjoy tinkering with tech and automation like I do, you can actually use AI to clean this up. I put together a quick, unedited walkthrough showing exactly how you can automate rewriting these descriptions using Wink Reports and an AI connection.

(Watch me build the automation live below!)

The Gist: How It Works

The core idea is simple:

1. Pull Data: Grab your current materials list from ServiceTitan.
2. Prep the Prompt: For each item, create instructions (a "prompt") for the AI, including the cryptic description you want rewritten.
3. Ask the AI: Send that prompt to an AI model.
4. Update ServiceTitan: Take the AI's much clearer, user-friendly description and automatically push it back into the correct material item in your ServiceTitan pricebook.

Why I Used Wink Reports + OpenRouter/Perplexity

In the video, I use Wink Reports to handle the automation workflow – pulling the data, constructing the prompts, sending them to AI, and updating ServiceTitan.

Instead of connecting directly to just one AI like ChatGPT, I used OpenRouter.ai. Think of OpenRouter as a universal translator for AI models. It lets you connect Wink to dozens of different AI engines (OpenAI's GPT models, Google's Gemini, Perplexity, open-source models, and more) through one central point. This gives you massive flexibility to choose the best (or cheapest!) AI for the job.

For this specific task, I highlighted Perplexity's AI models (like Sonar). Why? Because Perplexity is great at searching the web for current information. If you have a really obscure part number, an AI model that can quickly Google it has a much better chance of understanding what it is and rewriting the description accurately, compared to an AI relying solely on its pre-existing training data.

Building the Automation (The Quick Version)

As you'll see in the video, the process in Wink involves:

1. Creating a Report: Pulling the Materials data table from my connected ServiceTitan account.
2. Setting up Columns & Filters: Selecting the fields I need (like Material ID, Description, Code) and filtering out any test data.
3. Creating an Automation:
   • Apply Template Action: Builds the dynamic prompt for each material, telling the AI what to do with the [Description] field.
   • OpenRouter.ai Action: Sends the generated prompt to the chosen AI model (e.g., perplexity/sonar).
   • (Optional Log Action): Writes the AI output to a log for checking (good for testing!)
   • ServiceTitan - Update Material Action: Uses the Material ID to find the right item and updates its Description field with the text generated by the AI.

Once set up, you can trigger this manually with a button (like I do in the video) or even schedule it to run periodically.

The Payoff

Imagine a pricebook where every item has a clear, concise description:

• "6-inch poke-thru stem assembly for electrical and data services..."
• "Square D 2-Pole Circuit Breaker, rated for 175 Amps at 240V..."
• "70-watt LED area light fixture designed to replace traditional lighting sources.

Much better, right? Less confusion for your team, clearer communication with customers, and a more professional look overall – all thanks to a bit of automation magic.

If you're already using Wink Reports, give this a try! If not, and you like the idea of leveraging your ServiceTitan data with tools like AI, check out  Wink Reports (we have a free trial).

Happy automating!