How to Attach a PDF to Invoices in ServiceTitan

Problem

You want to attach a PDF to your invoices in ServiceTitan.

Solution

There is currently no direct way to attach a PDF to your invoice emails. However, as an alternative, you can do the following:

Option 1: Add a URL link of the PDF

1. Go to Settings > Invoicing > Email.

2. Click on the Invoice tab.

3. Add the link to your PDF in the body of the email.

Option 2: Use Authorization Agreement Upload in Business Unit

1. Go to Settings > Operations > Business Units.

2. Click Edit on the relevant business unit.

3. On the Edit Business Unit screen, click Upload on the Authorization Agreement field.

4. Select the file you want to attach to your invoices.

5. When finished, click Save.

6. Repeat steps 2-5 for all relevant business units.

Caution: The PDF file must be optimized for web viewing to ensure faster loading and improved performance in browsers.

Note: Changes made to existing attachments will not be retroactive and will only apply to new invoices/jobs created.

Option 3: Use Forms

You can upload a PDF form in ServiceTitan and select the forms checkbox when emailing to the customer.