--- title: "Use Template Manager for invoices in the ServiceTitan Field Mobile App" slug: "use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app" tags: ["Area - Field Mobile App (FMA)", "Area - Payments", "Focus - Construction", "Focus - Service Replacement", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-30T08:07:14Z published: 2026-10-30T08:07:14Z canonical: "help.servicetitan.com/use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app" --- > ## 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 Template Manager for invoices in the ServiceTitan Field Mobile App ## Overview If your office uses Template Manager, you can select and apply templates for invoices in the Field Mobile App. You can also preview generated invoice PDFs and send them through email. This helps ensure you send accurate, branded paperwork on every work order. > [!TIP] > **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D). [Use Template Manager for invoices in the ServiceTitan Field Mobile App - Commercial Video](https://fast.wistia.net/embed/iframe/wgijn62xb2?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Technicians - Applies to all business types #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - Account configuration and [office setup](/commercial/docs/create-a-new-document-template-with-template-manager) are required to use this feature. Please contact your office for details. ## Things to know - If your office has a required format for invoices, the Field Mobile App uses that template and allows you to preview it as a PDF before sending. - The names of certain screens, tabs, and so on may be different based on your selection in **Menu** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-grid-view-outline.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms). ## Use cases - As a technician, you work for a residential or commercial business that has customers who require a specific template for invoices. ## Present an invoice using Template Manager in the Field Mobile App 1. Open your work order and: - Tap the **Work Order** tab. - 2. On the screen that opens, scroll to the *Share Invoice* section and tap **Present**.![Invoice summary showing total, paid amount, and balance with share options available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app-image-2vtzzfjh.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) > [!NOTE] > **Note:** Tap **Quick View** to see everything listed on the invoice. ![Review of plumbing services with quantities, prices, and total balance displayed clearly.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app-image-2sfetggu.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) 3. After you tap **Present**, select the template you want to use then tap **Present**. > [!NOTE] > **Note:** If your office has set up a global default for Template Manager, a default template is preselected for you. ![Invoice template selection screen with options for different service types highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app-image-56730fgw.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) > [!TIP] > **Tip:** On the preview that opens, you can tap **Mail** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail-outline.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) to email the invoice to the customer. This takes you to the *Email Invoice* screen where you can tap **Send** to email it. ![Invoice showing maintenance details for Bello Italian Restaurant with email icon highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app-image-kexorev9.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) ## Email an invoice using Template Manager in the Field Mobile App 1. Open your work order and: - Tap the **Work Order** tab. - 2. On the screen that opens, scroll to the *Share Invoice* section and tap **Email**. ![Invoice summary showing total, paid amount, and balance with share options available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app-image-v1tvg5ba.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) > [!NOTE] > **Note:** Tap **Quick View** to see everything listed on the invoice. ![Review of plumbing services with quantities, prices, and total balance displayed clearly.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app-image-bapsyqeg.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) 3. After you tap **Email**, select the template you want to use then tap **Present** to preview the invoice and present it to the customer. > [!NOTE] > **Note:** If your office has set up a global default for Template Manager, a default template is preselected for you. ![Email invoice interface showing template options and invoice details for HVAC services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Attach Estimates When Sending an Invoice(1).png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) > [!NOTE] > **Note:** If you want to send this invoice to additional email addresses, tap **Add contacts** and add them there. 4. If everything looks good, tap **Send** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-send.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) to email the invoice to the customer. ![Invoice showing maintenance report details with navigation arrow for page turning.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-invoices-in-the-servicetitan-field-mobile-app-image-b5f9h4xm.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A34Z&se=2026-11-09T11%3A57%3A34Z&sr=c&sp=r&sig=W2lGHtZsPIixUREvD%2Bhp5zSpwHMvrKX2GaPV0n8wp3w%3D) ## Want to learn more? - See [Manage estimates, proposals, and invoices](/commercial/docs/field-mobile-app-home-1#manage-estimates-and-follow-ups-fma)