Manage document template components in Template Manager

Overview

After setting up your document template and specifying its type and details, you can move on to the Template Design of your document. The Template Design section contains design elements (components) that let you customize the look of your document.

Things to know

• When a document template is saved and published, you can rename the template but you cannot change the template type.

• The Template Type you select when creating the document template determines what components are available for placement in your document template. For example, a template type of Invoice displays invoice-related components, such as invoice totals, billing address, and invoice payments.

• Certain template types require specific components to be included in the template design. A warning message displays if your template does not include the required component.

• You can edit certain component labels to display the text of your choice. For example, in the Document Name component, you can modify the Invoice and Invoice Date labels.

Add components to your document template

1. Go to the navigation bar and click Settings .

2. In the side panel, click Operations > Document Templates.

3. Edit an existing document template or create a new one. The Template Design screen opens.

4. In the side menu, click Content. A list of available components opens.

5. Drag and drop the component you want to add to the template area.

Note: You must drag and drop the component to a content block, indicated by a blue box, on the template.

Get smart suggestions for your components

Improve your templates using our AI integration, which suggests better options for a more cohesive and polished result.

Add smart headings

1. On the Template Design screen, select Content. 

2. Drag and drop the Heading component to the template area.
   

3. In the Content area, you’ll see a new Smart Headings section. Click See the Magic.

4. Enter your Heading Text and click Get Suggestions.
    

Tip: Choose the tone for your heading to receive more precise suggestions.

Add smart text

1. On the Template Design screen, select Content. 

2. Drag and drop the Text component to the template area.

3. After adding text to the component box, click Smart Text. 

4. In the Smart Text pop-up that opens, choose your preferred option.
   

Add AI-generated images

1. On the Template Design screen, select Content. 

2. Drag and drop the Image component to the template area.

3. In the new Magic Image section that opens, click See the Magic.

4. Enter Your Text Prompt and click Next.
   

5. Review the Suggested Prompts and select the one that best fits your requirements.

6. Choose your style and click Generate. 

7. Hover over your preferred image and click Use Image.

Duplicate or delete a component on your template

To duplicate a component:

1. Select the component on the template. 

2. Click Duplicate. The duplicated component opens on a new row below the original component.
   

To delete a component:

1. Select the component on the template. 

2. Click Delete. 

3. On the confirmation window that opens, click Delete.

Create a custom component

Certain components let you customize their appearance and the content displayed on your template.  For example, the Chargeable Materials component displays a list of chargeable materials including date, quantity, price, and material description. You can customize this component to display or hide certain content, such as the date and price. You can even indicate whether you want to aggregate the content to only display the totals.

To customize a component:

1. Select a component on the template. A list of options appears on a side menu.

2. Click Hide to hide specific content.
   

3. Click Edit to edit the column label:

   1. Modify the Field Label to display the text of your choice.

   2. Customize Label and Value styles including the text style, font appearance, and color.

      

4. If applicable, use the Aggregate toggle to display content in aggregated format.

Note: The component description is created and edited by ServiceTitan.

Save your custom component

You can save your customized components to use in other templates. This saves you time from having to make those changes again.

To save a customized component:

1. Customize a component.

2. From the component side menu, click Save as.
   

3. On the pop-up that appears, enter a Component Name.

4. In the Available for template type dropdown, select the template type where this custom component can be used.

Note: You can select multiple template types or select the option for all template types.

5. When finished, click Save.

Manage your saved components

The Document Templates screen keeps a list of components you have customized and saved. To view this list, click the Saved Components tab.

This tab also lets you:

• Edit existing custom components

• Delete existing custom components

Edit saved components

1. Go to the navigation bar and click Settings .

2. In the side panel, click Operations > Document Templates.

3. On the Document Templates screen, under the Saved Components tab, locate the saved component you want to edit.

4. Click More  and select Edit .

5. On the Component Design screen that opens, make the changes you want.

6. When finished, click Save as new or Save.

7. On the confirmation pop-up, click Save.

Delete saved components

1. Go to the navigation bar and click Settings .

2. In the side panel, click Operations > Document Templates.

3. On the Document Templates screen, under the Saved Components tab, locate the saved component you want to edit.

4. Click More and select Delete.

5. On the confirmation pop-up, click Delete.

When deleting a custom component, it will no longer be available when used in existing templates.

Want to learn more?

• See Copy and customize invoice print templates

• See Create a new document template with Template Manager