Service Titan Knowledge Base

Create a c/o or Care Of field on print invoicesLast updated on 09/07/2022

If you want to add a Care Of or c/o field that appears on print invoices, you can create one by adding a custom field that lives on the customer record.

Things to know

  • The c/o field is a recommended solution if you want to show your customers’ phone numbers on your invoice print views.

Create a custom c/o field

  1. In the navigation bar, go to Settings > Operations > Custom Fields.

  2. Click Add.

  3. On the Create New Custom Field page, enter either c/o or C/O in the Name field.

  4. Under the Where It Appears section, select Customer Record.

  5. Make sure Text is selected in the Type dropdown and click Save.

Note: The field must be named either c/o or C/O.  Make sure there aren’t any extra spaces and characters. Otherwise, the field won’t appear on the invoice print view.

For steps on how to add information to a customer’s c/o field, move on to the Fill in c/o field on the customer record section.

Fill in c/o field on the customer record

  1. On the Search page, locate the customer.

  2. Click the Edit Edit icon.

  3. On the Edit Customer page, find the c/o field and type in the customer’s information.

  4. Click Save.

  5. To confirm the c/o field is saved, go to the customer’s invoice page and click the printer icon to see the invoice print view.

Want to learn more?

See Use custom fields.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.