Create a new document template for estimates with Template Manager

Overview

Use the pre-built estimates document template or create a new one with no components or design elements built in.

Things to know

• When a document template is saved and published, you can rename the template but you can't change the template type.

• Pre-designed templates can't be edited. Instead, you can duplicate the pre-designed template and edit the duplicated version.

• Certain template types require specific components to be included in the template design. A warning message displays if your template does not include the required component.

• To print or email an estimate with your customized document template, you need to select the customized template before printing/emailing.

• When a template is set as the default for a template type, it cannot be removed. To change it, create another document template and set that as the default.

Step 1: Set up the template type for Estimates

1. Go to the navigation bar and click Settings .

2. In the side panel, click Operations > Document Templates.

3. Find the Default Estimate Template and click More.

4. Click Make a Copy to duplicate the template. 

5. For the Template name, enter a unique, brief, and descriptive name.        

   Note: The template's name is important as you will use it to reference the template in future flows, such as Estimates.

6. Select Estimates from the Template type dropdown.        

   Note: The template type determines what components are available for placement in your document template. For example, a template type of Estimate displays estimate-related components, such as Estimate options, billing address, and Proposal information.

7. When you're finished, click Make a Copy. A new screen opens.

Step 2: Set up the estimate template details

In the Template Details section, define how you want your document to look when printed:

• PDF Header: Select an available header template if needed. It appears as a header on all pages of the documents generated using this template.

• PDF Footer: Select an available footer template if needed. It appears as a footer on all pages of the document generated using this template.

• Paper size: Select the template's paper size.

• Page margin: Set the page margins for your document template. Margins are in millimeters (mm).

• Orientation: Select the page orientation for your document template.

Step 3: Set up the estimate template design

The Template Design section contains design elements that let you customize the look of your document. Apply branding guidelines and maintain a consistent look and feel across all your documents.

Edit components on your template

You can customize and design the estimate document template to align with your business needs. Select the following components from the Content tab on the right panel.

1. In the side menu, click Content. A list of available components opens.

2. Drag and drop the component you want to add to the template area.        

   Note: You must drag and drop the component to a content block, indicated by a blue box, on the template.

        

Since each document template has its specific components, the following components are added to the Default Estimate Template that you created a copy of:

• Image: Upload your company logo directly from the Content list. Click Upload Image and select the image that you want to add from your desktop.

• Company Information: This adds your company's name, address, and email address based on the information you provided in Settings > Your Account > Company Profile. You can edit the font style, font size, and text color from the Content list.

• Billing Address: Includes the billing address of the customer to whom the estimate is attached.

• Job Address: This shows the address of the job to which the estimate is attached.

• Estimate Date: Displays the creation date of the estimate.

• Estimate Name: Displays the name of the estimate.

• Estimate Summary: This shows the summary of the estimate.

• Item Groups: This section displays the description of the grouped item, price, and total alongside a detailed overview of the Main item and the sub-items. It displays the Name & Code of the item, description, quantity, price, and Total Price of each grouped item.

• Customize the box to hide information such as the price, quantity, item description, and other details of the items by clicking the Hide button from the Content list.

• Service: List of the services added to the estimate.

• Equipment: List of the equipment added to the estimate.

• Material: List of the materials added to the estimate.        

  Note: You can customize the Service, Equipment, and material box to hide details that you do not want the customer to view on the estimate print, such as the item code, quantity, or price.

• Sub Total: Shows the total.

• Tax: Depending if the items added to the estimate are marked to be taxed, this box will show the sales tax based on the estimate total. For more, see Set up sales tax.

• Total Due: This shows the total amount that the customer needs to pay. It calculates the total price minus the deposit the customer already paid.

• Deposit/Down payment: This shows the amount the customer paid as a deposit when they accepted the estimate.

• Authorization Paragraph: This adds the authorization text you have added to your business units to appear on estimate and invoice prints in Settings > Operations> Business Units.

• Acknowledgment Paragraph: This adds the Acknowledgement text you have added to your business units to appear on estimate and invoice prints in Settings > Operations> Business Units.

Create a custom component

Certain components let you customize their appearance and the content displayed on your template. For example, the Equipments component displays a list of equipment including code, quantity, price, and equipment description. Customize this component to display or hide certain content, such as the item code and price. You can even indicate whether you want to aggregate the content to only display the totals.

To customize a component:

1. Select a component on the template. A list of options appears on a side menu.

2. Click Hide to hide specific content. 

3. Click Edit to edit the column label:        

   1. Modify the Field Label to display the text of your choice.

   2. Customize Label and Value styles including the text style, font appearance, and color.

4. If applicable, use the Aggregate toggle to display content in an aggregated format.

Note: The component description is created and edited by ServiceTitan.

Use merge tags

Use merge tags to automatically populate and include details specific to each customer. The document template for estimate offers the following list of merge tags to add to your texts:

• Acknowledgment Paragraph

• Authorization Paragraph

• BU Address

• Company Address

• Company Name

• Deposit/Down payment

• Estimate Bill to Person

• Estimate Date

• Estimate ID

• Estimate Name

• Estimate Summary

• Job Number

• Material Code

• Material Savings

• Sub Total

• Tax

• Total Due Price

Create an estimate with the Estimate document template

Add the estimate document template to an estimate while creating the estimate on a job from the office.

1. Go to the job where you want to add the estimate.

2. Click on Job Actions.

3. Click on Add an Estimate.

4. Click on the Choose Document Template dropdown and select the estimate document template.

5. After you fill in all the necessary information on the estimate click Create.

Select the customized Estimate document template on an existing estimate

Use the estimate document template when printing or emailing an estimate to a customer.

To add the customized document template:

1. Go to the estimate that you want to print or email.

2. Click Edit .

3. Click on the Choose Document Template dropdown and select the estimate document template.

4. Click Save.

Want to learn more?

• See Create a new document template with Template Manager