PE + ServiceTitan + Sage Intacct

Enterprise Generator Pricebook Operating Model

A centralized architecture for six ServiceTitan tenants that standardizes data, accounting and reporting while preserving market-level pricing and operational flexibility.

6 tenants1 corporate modelControlled local variation
Corporate principle
1
Master taxonomy
Tenant count
6
Local implementations
Primary accounting layer
GL
Groups + dimensions
Recommended source
1
Golden tenant
Layer 1

Corporate Standard

Codes, naming, categories, service structure, equipment taxonomy, reporting taxonomy, GL Groups and governance.

Layer 2

Tenant Configuration

Retail price, labor rate, material cost, tax, manufacturer availability, permits and local market economics.

Layer 3

Local Exceptions

Utility rules, inspections, travel fees, city-specific permit items and tightly controlled local SKUs.

Core principle: Do not build six independent pricebooks. Build one enterprise data model with six market implementations.

Example: same service, different economics

TenantShared SKUServiceIllustrative retail
PhoenixGEN-INST-22KW22kW Standard Install$14,995
DallasGEN-INST-22KW22kW Standard Install$13,995
NashvilleGEN-INST-22KW22kW Standard Install$14,495
TampaGEN-INST-22KW22kW Standard Install$15,495
DenverGEN-INST-22KW22kW Standard Install$16,295
CharlotteGEN-INST-22KW22kW Standard Install$14,295

Prices are illustrative architecture examples, not market recommendations.

Controlled tenant-level variation

What I would allow to differ by tenant

The goal is to standardize the service definition and reporting structure while allowing each operating company to reflect its own local economics, code requirements and market conditions.

Centralized

Enterprise Standard

These fields should remain consistent across all ServiceTitan tenants.

  • Item / SKU code
  • Item name
  • Category
  • GL Group
  • Core service description
  • Equipment taxonomy
  • Revenue classification
Hybrid

Corporate Guardrails

Corporate defines the framework, but local tenants may select or adjust within approved rules.

  • Manufacturer / brand list
  • Membership discount logic
  • Gross-margin targets
  • Service description notes
  • Financing program availability
Tenant-specific

Local Market Economics

These should be allowed to vary by location where the underlying business reality differs.

  • Retail price
  • Material cost
  • Labor cost
  • Permit cost
  • Tax configuration
  • Generator availability
  • Local code requirements
  • Utility requirements

Centralized vs Tenant-Level Decision Matrix

Use this as the implementation rulebook for the PE group's centralized pricebook.

Pricebook Field Centralized Tenant-Specific Recommended Governance
Item CodeLocked enterprise identifier
Item NameConsistent naming across tenants
CategoryCorporate taxonomy
GL GroupAccounting-controlled classification
Core DescriptionStandard customer-facing definition
Equipment TaxonomyShared reporting structure
Revenue ClassificationCommon reporting treatment
Retail PriceLocal price within corporate guardrails
Material CostLocal supplier cost
Labor CostLocal wage / burden assumptions
Permit CostJurisdiction-specific
TaxLocal tax configuration
Generator AvailabilityLocal inventory / supply reality
Local Code RequirementsMarket-specific exception
Utility RequirementsMarket-specific exception
ManufacturerApproved listLocal selectionCorporate-approved brands, tenant availability
Membership PricingRule frameworkLocal rateStandard discount logic with local economics
Gross Margin TargetCorporate targetMarket-adjustedGuardrail with market flexibility
Financing PromotionsApproved programsLocal activationCorporate-approved financing options

Example: one standardized service, six market prices

GEN-INST-22KW — 22kW Standby Generator Installation
The service definition stays standardized. The economics may vary by tenant.
TenantMarketShared SKUIllustrative RetailWhat Changed?
T01PhoenixGEN-INST-22KW$14,995Local labor / permit / supplier economics
T02DallasGEN-INST-22KW$13,995Local market pricing
T03NashvilleGEN-INST-22KW$14,495Local cost structure
T04TampaGEN-INST-22KW$15,495Permitting / labor / demand
T05DenverGEN-INST-22KW$16,295Market economics / local code burden
T06CharlotteGEN-INST-22KW$14,295Local competitive pricing

Illustrative pricing only. The important point is that the SKU, category, GL Group and reporting classification remain the same while local economics can differ.

PE reporting benefit: Corporate can compare the same generator installation across six operating companies without forcing all six companies to use identical market pricing.

Corporate vs Tenant Governance Matrix

Filter by ownership.

ObjectOwnershipRecommended rule
Category structureCorporateLocked enterprise taxonomy
SKU / Item codeCorporateOne code across all tenants
GL GroupCorporateNo tenant-level reclassification without approval
BU frameworkCorporateStandard reporting model
Service descriptionHybridCore description locked; controlled local notes allowed
Manufacturer assortmentHybridCorporate-approved brands, tenant-specific availability
Retail priceTenantWithin approved pricing / margin guardrails
Material costTenantLocal supplier / purchasing economics
Labor costTenantLocal wage burden and productivity
Permit feesTenantCity / county specific
Tax treatmentTenantJurisdiction-specific configuration

What corporate should protect

  • Reporting comparability
  • Consistent service definitions
  • Accounting classification
  • Naming and code standards
  • Enterprise Business Unit taxonomy

What local leaders should control

  • Market price
  • Cost inputs
  • Brand availability
  • Local permitting
  • Local utility / jurisdiction requirements
1

Intacct master data

Entities, locations, departments, classes
maps to →
2

ServiceTitan BU

Operational routing + dimensions
plus →
3

Pricebook GL Group

Revenue / COGS classification

Recommended dimensional model

Entity
Legal company

GEN01, GEN02, GEN03…

Location
Market / branch

PHX, DFW, NSH…

Department
Operating function

INSTALL, SERVICE, MAINT

Class
One deliberate meaning

Residential / Commercial or Generator / Electrical

Avoid GL account explosion

4000 Phoenix Generator Install Revenue
4001 Dallas Generator Install Revenue
4002 Nashville Generator Install Revenue
4003 Tampa Generator Install Revenue

Location belongs in dimensions, not unnecessarily duplicated in the chart of accounts.

Prefer normalized accounts

4000 Generator Installation Revenue
4010 Generator Service Revenue
4020 Generator Maintenance Revenue
4030 Generator Replacement Revenue
4040 Electrical Upgrade Revenue

Then slice reporting by entity, location, department and class.

Suggested Item GL Groups

GEN_INSTALLGEN_SERVICEGEN_MAINTGEN_EQUIPMENTGEN_MATERIALGEN_ELECTRICALGEN_GASGEN_PERMITGEN_WARRANTYGEN_MEMBERSHIP

Recommended generator pricebook tree

Expand sections to explore the hierarchy.

Installation

Air-Cooled → 10kW / 14kW / 18kW / 22kW / 24kW / 26kW

Liquid-Cooled → 30kW / 38kW / 48kW / etc.

Generator Replacement

Replacement packages, removal, disposal and recommissioning.

Transfer Switch

100A / 200A / 400A / Commercial

Electrical

Panel upgrade / Load management / Disconnect / Meter / Service upgrade

Fuel

Natural gas / Propane / Regulator / Piping

Site Work

Pad / Trenching / Concrete / Restoration

Permits & Engineering

Jurisdictional permits, plans and engineering-related services.

Maintenance

Annual / Semi-annual / Preventative maintenance

Repair

Diagnostic / Electrical / Engine / Fuel / Controls

Warranty & Accessories

Warranty work, batteries, cold-weather kits, load-management accessories and approved add-ons.

Sellable service

GEN-INST-22-AIR

22kW Air-Cooled Generator Installation

Attached components

Equipment: Generac / Kohler / Briggs approved models

Materials: pad, wire, conduit, breaker, fittings, disconnect, battery, misc. materials

Separate the customer-facing service from the underlying equipment and material records. This improves procurement, costing, manufacturer flexibility and reporting.
1
Design the Sage Intacct chart of accounts
Normalize revenue and COGS accounts before item creation.
2
Define entities and reporting dimensions
Entity, Location, Department and a deliberately governed Class strategy.
3
Create Item GL Group taxonomy
Standardize how generator installation, service, equipment, material, permits and warranty map into accounting.
4
Standardize ServiceTitan Business Units
Create a corporate BU framework and map Intacct dimensions consistently.
5
Build enterprise pricebook taxonomy
Categories, codes, services, equipment, materials and relationships.
6
Apply tenant-level costs and pricing
Respect local suppliers, labor burden, permits, tax and competitive economics.
7
QA accounting exports and reporting
Validate GL behavior, dimensions, gross margin and consolidated comparability before rollout.

Golden Tenant recommendation

Choose the cleanest tenant—not automatically the largest—as the source tenant for the enterprise model. It should have the strongest accounting discipline, cleanest Business Units and lowest amount of legacy pricebook noise.

End-state reporting: Company → Market → Department → Class → Service Category → SKU, while maintaining common Generator Installation Revenue, Generator Equipment COGS, Generator Material COGS and Generator Labor COGS definitions.