Automatically generate invoice summary using Titan Intelligence

Overview

Get clear and detailed invoice summaries based on your original invoice and job summaries with one click. Generating invoice summaries using Titan Intelligence saves you time and enhances your customer communication. You can decide which invoice values to use and the overall structure of your invoice summaries.

Things to know

• This feature is only available in the ServiceTitan desktop version and the ServiceTitan Field Mobile App, not in ServiceTitan Mobile. For more on using this feature in the ServiceTitan Field Mobile App, see Generate invoice summary using Titan Intelligence in the ServiceTitan Field Mobile App.

• You can make changes to your invoice summary prompt directly in the invoice screen without going to Settings. Use the Prompt text field to edit or write a new prompt then click Generate Summary to preview the generated invoice summary.

• When writing your prompt, be clear and specific. We recommend you try out different prompts and preview the test summary.

Set up invoice summary prompt for Titan Intelligence

Prompts are special instructions used by Titan Intelligence to create your invoice summary. With prompts, you can determine the tone and style of your summary, ensuring that your summary matches your company brand.

Use the Generative Content Rules screen to create the prompt to be used by Titan Intelligence to generate your invoice summary. This screen also guides you through creating your prompt.

To set up your invoice summary prompt:

1. Go to the navigation bar and click Settings .

2. In the side panel, click Invoicing > Generative Content Rules.

3. On the Generative Content Rules screen that opens, click the Invoice Summary tab.

4. In the Invoice Summary Prompt section, enter a prompt.
   

5. In the Prompt Test Settings section, you can edit the details of the invoice and job summary to test your prompt.

6. (Optional) Enter an existing invoice number in the Invoice Number search field to use that invoice to test your prompt.

7. Select the Include Job Summary option if you want to include the job summary in the invoice summary.
   

8. In the Test Email Results section, click Generate Test Summary to preview your generated invoice summary.
   

9. When finished, go to the Prompt Configuration section and click Save as Current Prompt.
   

10. Click the Generative Invoice Summary to enable this feature.

    Note: It may take a moment for the Enhance with TI option to appear on the invoice record after enabling the feature.

    

11. Your saved prompt appears in the Current Prompt section of the screen and includes invoice fields you selected.

Edit your invoice summary prompt

1. Go to the navigation bar and click Settings . 

2. In the side panel, click Invoicing > Generative Content Rules.

3. On the Generative Content Rules screen that opens, click the Invoice Summary tab.

4. In the Invoice Email Prompt section, make changes to your existing prompt.

5. In the Test Email Results section, click Generate Test Email to preview your generated email.

6. When finished, click Save as Current Prompt. 

7. The Current Prompt section of the screen updates to show your new prompt.

Generate your invoice summary using Titan Intelligence

Before generating your invoice email using Titan Intelligence, make sure the Generative Invoice Email toggle is switched on in the Generative Content Rules screen.

To generate your invoice summary using Titan Intelligence:

1. Go to the invoice screen from either the Customer Record or the Job record. Alternatively, you can search for the invoice.

2. On the invoice screen, click Enhance with TI.
   

3. On the Enhance Invoice Summary screen that opens, in the Include Additional Data section, select:

   1. Job Summary if you want to include the job summary

   2. Completed Forms you want to include

   3. Invoice Items & Descriptions you want to include

4. Click Generate Summary.
   

5. The generated invoice summary appears in the Generated Invoice Summary field. Review the generated invoice summary.

   Note: You can adjust the invoice summary prompt in this screen by making changes in the Prompt field. Click Generate Summary again to view the new generated invoice summary after making your edits to the prompt.

   

6. When finished, click Save Generated Invoice Summary.

7. At the Save Summary pop-up, click Save.

8. On the invoice screen, the Invoice Summary section updates to show the generated invoice summary.
   

Want to learn more?

• See Automatically generate invoice email using Titan Intelligence

• See Email customer invoices