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 Work Order 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.
Work Order template components
Create a work order 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 Work Order 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 (V2): Shows the authorization paragraph for the work order, representing the terms and conditions the customer agrees to.
Divider: Adds a horizontal line to visually separate sections of the work order.
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.
Bill To (V2): Shows who will be billed for the completed work, with an option to also display the location name.
Chargeable Materials (V2): Lists chargeable material items related to the job or invoice, including material, description, quantity, customer price, and line total, with an option to aggregate all materials into a single summary line.
Company Header (V2): Shows company information from your Company Profile—such as company name, address, and contact details—in an updated header layout.
Company Logo (V2): Displays your company logo from the Company Profile, with control over the logo's height and alignment.
Cost Items: Lists cost items associated with the work order, including the source document and number, item name, quantity, and description.
Custom Fields: Displays custom fields you've configured—for jobs, locations, customers, and more—using the labels and values you choose to show on the work order.
Customer PO (V2): Shows the customer purchase order (PO) number associated with the work order or invoice.
Description of Work (V2): Shows a labeled description of work based on the job summary, using an updated small-paragraph layout.
Document Name (V2): Displays the invoice or work order number and date together in a small header table.
Equipment New (V2): Lists equipment associated with the job or invoice in a detailed table. The table includes information such as equipment name, quantity, standard price, customer price, total, brand, model, serial number, description, memo, and related services and materials.
Findings: Lists equipment-specific Findings discovered during the job, including the finding name, description, urgency, recommendation, as well as the equipment details.
Note: Findings is currently in Private Preview and available for specific accounts.
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 or work order tasks in table form, including date, task number, description, quantity, customer price, line total, customer signature, and standard price.
Invoice Tasks (V2): Lists tasks in an updated layout, with columns for date, ID, description, quantity, price, total, customer signature, and standard price.
Invoice Totals (V2): Shows overall financial totals for the work order, including potential savings, subtotals by labor, material, and other, tax, total, estimated financing, payments, member savings, and remaining balance due.
Invoice Totals Payments (V2): Summarizes payments in the totals area, 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 (V2): Shows the job address from the job record in a table so the service location is clearly visible on the work order.
Summaries: Displays a table of job appointments with technician summaries.
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 (V2): Displays a message section on the work order—for example, standard notes or instructions—using an updated header and paragraph design.
Tech Appointments: Lists technician appointments for the job, including technician name, appointment start date, and status.
Work Summary: Displays the summary added to the Work Summary section of the job.
