Overview
Use the Document Template Manager to control how your documents look when you email, print, or export them. The templates are built from drag-and-drop components that pull live data from your ServiceTitan account. This article describes the components available specifically for the Consolidated Invoice template.
Who uses this feature
Administrators and accountants
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Template types and components overview
Template types define which kind of document you're building—for example, an invoice or estimate). Components are the individual building blocks you place on that template.
Template types
Template types define the overall layout for different documents in ServiceTitan—Invoice, Estimate, Service Agreement, Proposal and so on. Each template type controls what kind of information is available and when that document is used with your customers.
Components
Components are the building blocks you drag onto a template—such as headers, totals, or signatures. Each component has its own settings where you decide what type of information it shows and how it appears on the final document.
Consolidated Invoice template components
Create a consolidated invoice template then drag any of these components onto your design and rearrange them as needed. Use this list as a reference when deciding which components to include on your Consolidated Invoice template.
Columns: Lets you organize other components into one or more side-by-side columns and control their background, padding, and borders.
Billing Address: Shows the customer's billing name and address for the invoices included in the consolidated invoice.
Chargeable Materials: Lists chargeable materials from the included invoices, including completion date, job number, item name, description, quantity, unit price, and line total.
Divider: Adds a horizontal line to visually separate sections of the invoice.
Heading: Adds a section title or label with larger, styled text to clearly break up sections.
Text: Adds a free-form text box where you can type and format your own content.
Image: Shows an uploaded image—such as a badge, photo, or icon—and can optionally act as a hyperlink when clicked.
Chargeable Materials (Table): Lists chargeable materials in a table with columns for material, description, quantity, customer price, and line total, and can optionally aggregate all materials into a single summarized line with a custom title.
Company Header: Shows company details from your Company Profile—such as company name, address, and contact information—in a header table.
Company Logo (V2): Displays your company logo from the Company Profile in a picture component, with control over its size and alignment.
Consolidated Invoice Items: Shows all items rolled into the consolidated invoice—including tasks and materials—from multiple invoices, with columns for item name, display name, description, completion date, invoice number, job number, quantity, price, and line total, and options to hide service agreement deferred or recognized items.
Custom Fields: Displays custom fields you've added for the consolidated invoice, using labels you configure to appear on the printed document.
Description of Work: Shows a label and the job summary describing the work performed across the invoices included in the consolidated invoice.
Equipment new (V2): Lists equipment associated with the invoices in a detailed table, including equipment name, quantity, standard price, customer price, total, brand, model, serial number, description, memo, and related services and materials.
Invoice Info: Shows key invoice details in a table, including invoice number, invoice date, customer PO, and payment terms.
Invoice Payments: Lists payments applied to invoices in the consolidation, including paid-on date, payment type, memo, and amount.
Invoice Tasks: Lists invoice tasks in table form with columns such as task number, date, description, quantity, customer price, line total, customer signature, and standard price, with an option to hide service agreement deferred and recognized items.
Invoice Tasks (V2): Lists invoice tasks in an updated layout with columns for task ID, date, task name, description, quantity, price, total, customer signature, and standard price, with an option to hide service agreement deferred and recognized items.
Invoice Totals: Shows overall totals for the consolidated invoices, including potential savings, subtotal, tax, total, estimated financing, payments, member savings, and remaining balance due.
Message: Displays a short message on the consolidated invoice, such as a standard note, thank-you message, or payment instructions.
Payment Date: Shows a simple table of payments with payment date and payment amount pulled from the invoices in the consolidation.
Payments: Displays a table of payments, including payment date and payment amount, similar to Payment Date but with configurable table styling.
Price Modifiers: Lists invoice-level discounts or other price modifiers for the consolidated invoices, including completion date, job number, discount name, description, quantity, unit price, and total.
Tasks: Lists invoice tasks in table form, including completion date, job number, task name, display name, description, quantity, unit price, and line total.
Tasks & Equipment:
Total Header: Highlights key total information such as balance due and due date in a header-style table near the totals section.
