Overview
Use the Document Template Manager to control how your invoices look when you email, print, or export them. Invoice templates are built from drag-and-drop components that pull live data from your ServiceTitan account. This article describes the components available specifically for the Invoice template.
Who uses this feature
Administrators and accountants
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Template types and components overview
Template types define which kind of document you're building—for example, an invoice or estimate. Components are the individual building blocks you place on that template.
Template types
Template types define the overall layout for different documents in ServiceTitan—Invoice, Estimate, Service Agreement, Proposal and so on. Each template type controls what kind of information is available and when that document is used with your customers.
Components
Components are the building blocks you drag onto a template—such as headers, totals, or signatures. Each component has its own settings where you decide what type of information it shows and how it appears on the final document.
Invoice template components
Create an invoice template, and then drag any of these components onto your invoice design and rearrange them as needed. Use this list as a reference when deciding which components to include on your Invoice template.
Columns: Lets you organize other components into one or more side-by-side columns and control their background, padding, and borders.
Page Break: Inserts a manual page break so any content after it starts on a new page when printed or exported.
Agreements: Shows the authorization paragraph defined for the business unit, typically your terms and conditions the customer agrees to.
Divider: Adds a horizontal line to visually separate sections of the invoice.
Heading: Adds a section title or label with larger, styled text to clearly break up sections.
Text: Adds a free-form text box where you can type and format your own content.
Image: Shows an uploaded image—such as a badge, photo, or icon—and can optionally act as a hyperlink when clicked.
Agreements (V2): Shows the same business unit authorization paragraph as Agreements, using an updated visual design and layout.
Authorization Signature: Adds a signature block for customer authorization, including a Sign Here area and signature date.
Bill To (V2): Shows who will be billed for the work from the invoice, with an option to also display the location name.
Billing Address: Shows the billing address associated with the invoice.
Chargeable Materials: Lists only chargeable material items from the invoice, with columns such as date, material, description, quantity, unit price, and total. You can optionally aggregate all materials into a single summarized line.
Chargeable Materials (V2): Lists chargeable materials from the invoice in an updated table with columns for material code, description, quantity, unit price, and line total.
Company Header: Shows company details from your Company Profile—such as company name, address, and contact information—in a header table.
Company Header (V2): Shows the same company information as Company Header using an updated header layout.
Company Logo (V2): Shows your company logo from the Company Profile, with control over its size and alignment.
Contract Documents: Adds a link to contract documents configured in the business unit settings so customers can access contract files from the invoice.
Contract Information: Shows key contract details tied to the invoice, such as contract price, start and approximate end dates, completion date, and any license-related notification text.
Custom Fields: Shows custom fields you've created—for jobs, locations, customers, and so on—using the labels and values you choose to show on the invoice.
Description of Work: Shows a label and the job summary describing the work performed, often used as a Description of Work section header.
Description of Work (V2): Shows the same job summary information as Description of Work, using an updated layout and styling.
Document Name (V2): Shows the invoice number and invoice date together in a small header table.
Equipment New (V2): Lists equipment associated with the invoice in a detailed table, including equipment name, quantity, standard price, customer price, total, brand, model, serial number, description, and related services or materials.
Invoice Equipment: Shows equipment tied to specific invoice tasks, with columns such as task, equipment name, serial number, description, quantity, price, brand, total, and model.
Invoice Header: Shows general invoice header information in table form, for example high-level invoice details you want at the top of the document.
Invoice Payments: Lists all payments applied to the invoice, including payment date, type, memo, and amount.
Invoice Price Modifiers (V2): Shows invoice-level discounts or price modifiers, including a code, description, total discounted amount, and a place for customer signature.
Invoice Tasks: Lists all tasks on the invoice with columns for date, task number, description, quantity, customer price, line total, customer signature, and standard price.
Invoice Tasks (V2): Lists invoice tasks in an updated layout, with columns such as date, ID, description, quantity, price, total, customer signature, and standard price.
Invoice Totals: Shows overall invoice totals, including potential savings, subtotal, tax, total, estimated financing, payments made, member savings, and remaining balance due.
Invoice Totals (V2): Shows the same totals as Invoice Totals, plus separate subtotals for labor, materials, and other charges, along with tax, total, estimated financing, payments, member savings, and balance due.
Invoice Total Payments (V2): Summarizes payments on the invoice in a compact table with columns for label, payment date, type, memo, and amount.
Job Additional (V2): Shows extra job and invoice details such as estimate number, terms, completion date, billing date, technician, license, customer PO, payment terms, due date, and registration number.
Job Address: Shows the job address associated with the work performed.
Job Address (V2): Shows the same job address details as Job Address using an updated table layout.
Job Info: Shows key job and invoice identifiers, including invoice number and date, customer and location IDs, terms, completion date, technicians, customer PO, payment terms, due date, and job type.
Job Summary: Shows the job summary—description of work performed—as a paragraph.
Membership Custom Fields: Shows membership-related details from the customer record, such as membership name and type.
Message: Shows the invoice message from the business unit, often used for thank-you notes, payment instructions, or other standard messages.
Message (V2): Shows the same message content as Message using an updated header and paragraph design.
