Use HTML to customize jobs, invoices, and estimates: recommended workflowLast updated on 09/08/2022
This article provides instructions on how to use HTML to customize jobs, invoices, and estimates.
Things to know
There are different HTML tags that are supported:
Font color changes are visible on job, invoice, or estimate summaries in the UI, but they aren't visible or supported on an invoice or estimate print views.
Highlighting and links are only supported on invoice or estimate pages in the UI and on the job summary and signature paragraphs in ServiceTitan Mobile.
Font family changes are not supported on job or invoice or estimate pages in the UI on the office side but are supported on print views and in ServiceTitan Mobile.
Images aren’t supported in job summaries in the UI on desktop and on signature paragraphs on mobile but are supported on invoices/estimates, invoice/estimate print views (with legacy invoice print), and mobile job summaries.
HTML is not supported on the following:
Invoice and estimate summaries in ServiceTitan Mobile
When using legacy invoice print—Invoice and estimate summaries in Settings > Operations > Business Units > Invoice Message on the print invoice
When using the Enable invoice print new design configuration—Invoice headers in Settings > Operations > Business Units > Invoice Header and invoice summaries on the print invoice Note: It’s recommended to test any potential HTML on a test customer or job.
Add HTML to invoice or estimate print views
To add HTML to invoice or estimate print views:
In ServiceTitan, go to the navigation bar and click Settings > Operations > Business Units.
Edit the desired business unit.
Edit the Invoice Header,Invoice Message, or Acknowledgement Paragraph fields and add the desired HTML code.
Add HTML to job or invoice or Estimate Summaries
To add HTML to the job:
In ServiceTitan, go to the navigation bar and click the specific job.
On the Job page, click the Edit pencil.
Add the desired HTML in the Summary field.
To add HTML to Invoice or Estimate Summaries:
On the Invoice or Estimate page, click Update Invoice or Estimate details.
Add the desired HTML in the Summaryfield.
Examples of HTML tags supported in ServiceTitan
Change font family:
Change font color:
Change font size:
Link to webpage:
Here are the examples of HTML in the UI:
Here are the examples of HTML in the ServiceTitan Mobile application:
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.