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.