Overview
Use the Document Template Manager to control how your documents look when you email, print, or export them. The 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 Progress 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.
Progress Invoice template components
Create a progress invoice template, and then drag any of these components onto your design and rearrange them as needed. Use this list as a reference when deciding which components to include on your Progress 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 content after it starts on a new page when printed or exported.
Bill To (V2): Shows who will be billed for the work from the project invoice, with an option to also display the location name.
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.
Billing Address: Shows the billing address associated with the project invoice, with options to align the paragraph on the page.
Chargeable Materials (V2): Lists chargeable material items from the invoice in an updated table, including material, description, quantity, unit price, and line total, with an option to aggregate all materials into a single summarized line.
Company Header: Shows company details from your Company Profile—such as company name, address, and contact information—in a header section.
Company Header (V2): Displays the same company information as Company Header, using an updated header layout.
Company Logo (V2): Displays your company logo from the Company Profile, with control over the logo height and alignment.
Description of Work: Shows the job summary describing the work performed on the project.
Description of Work (V2): Shows the same job summary information as Description of Work, using an updated paragraph layout.
Document Name (V2): Displays the invoice number and invoice date together in a small header table.
Invoice Payments: Lists all payments applied to the project invoice, including paid-on date, payment type, memo, and amount.
Invoice Tasks (V2): Lists invoice tasks in an updated layout, with columns for ID, date, task name, 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.
Payments (V2): Summarizes payments on the project invoice in a compact table, with columns for payment label, paid-on 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 project invoice in a small paragraph.
Job Address (V2): Shows the job address in an updated paragraph layout with alignment controls so you can position it on the page.
Job Info: Displays 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.
New Component:
Progress Invoice: Shows a progress billing schedule for the project, including description of work, scheduled value, percent complete, work completed to date, this-period amounts, material stored, balance to finish, and an option to aggregate rows.
Progress Invoice Custom Fields: Displays custom fields you've configured specifically for progress invoices, using labels you define.
Progress Invoice Total: Summarizes key progress-invoice totals, including amount this period, retainage this period, and invoice total, with alignment controls for placement on the page.
