---
title: "Use HTML to customize work orders, invoices, and estimates: recommended workflow"
slug: "use-html-to-customize-jobs-invoices-and-estimates-recommended-workflow"
tags: ["Area - Jobs, Appts, Projects", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"]
updated: 2026-11-04T23:14:36Z
published: 2026-11-04T23:14:36Z
canonical: "help.servicetitan.com/use-html-to-customize-jobs-invoices-and-estimates-recommended-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use HTML to customize work orders, invoices, and estimates: recommended workflow

## Overview

This article provides instructions on how to use HTML to customize work orders, invoices, and estimates.

---

### 

#### Who uses this feature

- Administrators and office employees
- Applies to all business types
- Applies to all trades

## Things to know

There are different HTML tags that are supported:

- Font color changes are visible on work order, and invoice summaries in the UI, but they aren't visible or supported on an invoice print view.
- Highlighting and links are only supported on invoice or estimate pages in the UI and on the work order summary and signature paragraphs in ServiceTitan Mobile.
- Font family changes are not supported on work order or invoice or estimate pages in the UI on the office side but are supported on print views and in ServiceTitan Mobile.
- Images aren't supported in work order summaries in the UI on desktop and on signature paragraphs on mobile but are supported on invoices/estimates, invoice/estimate print views (with legacy invoice print), and mobile work order summaries.

HTML is **not** supported on the following:

- Invoice and estimate summaries in ServiceTitan Mobile
- When using legacy invoice print—Invoice and estimate summaries in **Settings > Operations > Business Units > Invoice Message** on the print invoice
- When using the **Enable invoice print new design** configuration—Invoice headers in **Settings > Operations > Business Units > Invoice Header** and invoice summaries on the print invoice

> [!NOTE]
> **Note:** It's recommended to test any potential HTML on a test customer or work order.

## Add HTML to invoice or estimate print views

To add HTML to invoice or estimate print views:

1. In ServiceTitan, go to the navigation bar and click **Settings** > **Operations** > **Business Units**.
2. Edit the desired business unit.
3. Edit the **Invoice Header**, **Invoice Message**, or **Acknowledgement Paragraph** fields and add the desired HTML code.
4. Save changes.

## Add HTML to work order or invoice or Estimate Summaries

To add HTML to the work order:

1. In ServiceTitan, go to the navigation bar and click the specific work order.
2. On the *Work Order* page, click the **Edit** pencil.
3. Add the desired HTML in the **Summary** field.
4. Click **Save**.

To add HTML to Invoice Summary:

1. On the *Invoice* page, click **Update Invoice.**
2. Add the desired HTML in the **Summary** field.
3. Click **Save**.

## Examples of HTML tags supported in ServiceTitan

- Add image: <img src="link_to_image.jpg">
- Change font family: <p style="font-family:courier;">TEXT</p>
- Change font color: <font color="red">TEXT</font>
- Underline text: <u>TEXT</u>
- Bold text: <b>TEXT</b>
- Italicize text: <i>TEXT</i>
- Change font size: <font size="7">TEXT</font>
- Link to webpage: <a href="link_to_webpage.com">TEXT</a>
- Center text: <center>TEXT</center>
- Highlight text: <mark>TEXT</mark>

Here are the examples of HTML in the UI:

Here are the examples of HTML in the ServiceTitan Mobile application:

## Want to learn more?

- See [Customize email templates](/v1/docs/customize-email-templates)
- See [Add and edit business units](/commercial/docs/add-and-edit-business-units)