---
title: "Use HTML to customize jobs, invoices, and estimates: recommended workflow"
slug: "use-html-to-customize-jobs-invoices-and-estimates-recommended-workflow"
updated: 2026-10-15T00:52:47Z
published: 2026-10-15T00:52:47Z
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 jobs, invoices, and estimates: recommended workflow

## Overview

This article provides instructions on how to use HTML to customize jobs, 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 job, 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 job summary and signature paragraphs in ServiceTitan Mobile.
- Font family changes are not supported on job 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 job 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 job 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 job.

## 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 job or invoice or Estimate Summaries

To add HTML to the job:

1. In ServiceTitan, go to the navigation bar and click the specific job.
2. On the *Job* 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](/construction/docs/add-and-edit-business-units-3)