Overview
Use the Document Template Manager to control how your estimates 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 Estimate 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.
Estimate template components
Create an estimate template then drag any of these components onto your estimate design and rearrange them as needed. Use this list as a reference when deciding which components to include on your Estimate template.
Columns: Lets you organize other components into one or more side-by-side columns and control their background, padding, and borders.
Authorization paragraph: Shows the estimate's authorization paragraph so customers can review terms.
Authorization signature: Adds a signature block for customer authorization with Sign here and signature date.
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.
Billing address: Shows the customer's billing name and address.
BU authorization: Shows the standard authorization paragraph from the business unit.
BU information (V2): Shows business unit contact details such as name, address, email, and phone.
BU logo (V2): Displays the business unit logo to brand the estimate.
Company information: Shows company-level contact details such as name, address, email, and phone.
Page break: Starts following content on a new page when printed or exported.
Description of work: Shows a label and the job summary describing the work to be performed.
Discounts: Lists discounts with name, code, description, and value or percentage.
Estimate custom fields: Shows estimate-related custom fields using the labels and values you select.
Estimate equipment: Lists equipment with image, code, name, model, description, quantity, unit price, and line total.
Estimate information: Shows bill-to customer, estimate ID, creation date, estimate name, and summary.
Estimate items: Shows a full breakdown of all items—services, materials, equipment, item groups, main items, and sub-items—with options to show or hide sections and column titles.
Estimate materials: Lists materials with image, code, name, model, description, quantity, unit price, and line total.
Estimate options: Shows proposal options with option type, name, images, and item breakdown. You can hide or show prices, quantities, tables, and item group details.
Estimate price modifiers (V2): Shows estimate-level discounts and fees in an updated table, including each modifier's name, description, and total impact on price.
Estimate services: Lists services with image, code, name, model, description, quantity, unit price, and line total.
Estimate summary: Shows the summary of the estimate.
Fees: Lists fees with name, code, description, and total amount.
Insurance information: Shows insurance provider details, including provider name and address.
Item groups: Shows groups with main item and sub-items, group name and description, images, quantities, prices, and totals.
Job address: Shows the customer name and job address associated with the estimate.
Job information: Shows job details linked to the estimate such as customer name, job number, business unit, job type, job address, and job summary.
Notes: Shows estimate notes you choose to share with the customer.
Price information: Summarizes subtotal, taxes, deposit and down payment, total due, and potential savings.
Tip: Use Total price if you only need the grand total.
Price modifiers: Lists discounts and fees on the estimate in the legacy layout, including name, description, and total impact on price.
Project information: Shows project-level details such as project name and number, service address, and billing contact.
Proposal information: Shows proposal number and proposal status.
Technician signature: Adds a section for the technician's signature and date.
Total price: Highlights the overall total price in a simple summary table.
