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 Project 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.
Project Invoice template components
Create a project invoice template 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 Project 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.
Agreements: Shows the authorization paragraph for the project invoice so customers can review and accept your terms.
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 project-level authorization paragraph in an updated paragraph layout, representing the terms the customer agrees to for the project invoice.
Bill To (V2): Shows who will be billed for the project work, with an option to also display the location name.
Chargeable Materials: Lists chargeable materials from the invoice, including date, material, description, quantity, customer price, line total, and standard price, with an option to aggregate rows.
Chargeable Materials (V2): Lists chargeable material items from the invoice with columns for material, description, quantity, customer price, and line total, with an option to aggregate rows into a single summary line.
Company Header: Shows company details from your Company Profile—such as company name, address, and contact information—in a header table.
Company Header (V2): Displays the same company information as Company Header using an updated table layout.
Company Logo (V2): Displays your company logo from the Company Profile, with control over logo height and alignment.
Description of Work: Shows a label and 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 small-paragraph layout.
Document Name (V2): Displays the invoice number and invoice date together in a small header table.
Invoice Payments: Lists payments applied to the project invoice, including paid-on date, payment 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 invoice tasks in table form, including 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 for ID, date, task name, description, quantity, price, total, customer signature, and standard price, with options to hide certain items.
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 Totals Payments (V2): Summarizes payments on the invoice in a totals section, including a 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 from the job record in a simple table.
Job Address (V2): Shows the same job address information as Job Address using an updated table layout.
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.
Job Summary: Shows the job summary—description of work performed—as a paragraph.
Message: Displays the invoice message from the business unit, such as standard notes, payment instructions, or a thank-you message.
Message (V2): Displays a similar message field as Message, using an updated header and paragraph design.
Project Invoice Custom Fields: Displays project-invoice custom fields you've configured, using the labels you define to show additional project, job, location, or customer information.
