Use HTML to customize jobs, invoices, and estimates: recommended workflow

Overview

This article provides instructions on how to use HTML to customize jobs, invoices, and estimates.

Things to know

There are different HTML tags that are supported:

• Font color changes are visible on job, and invoice summaries in the UI, but they aren't visible or supported on an invoice print view.

• Highlighting and links are only supported on invoice or estimate pages in the UI and on the job summary and signature paragraphs in ServiceTitan Mobile.

• Font family changes are not supported on job or invoice or estimate pages in the UI on the office side but are supported on print views and in ServiceTitan Mobile.

• Images aren't supported in job summaries in the UI on desktop and on signature paragraphs on mobile but are supported on invoices/estimates, invoice/estimate print views (with legacy invoice print), and mobile job summaries.

HTML is not supported on the following:

• Invoice and estimate summaries in ServiceTitan Mobile

• When using legacy invoice print—Invoice and estimate summaries in Settings > Operations > Business Units > Invoice Message on the print invoice

• When using the Enable invoice print new design configuration—Invoice headers in Settings > Operations > Business Units > Invoice Header and invoice summaries on the print invoice        

  Note: It's recommended to test any potential HTML on a test customer or job.

Add HTML to invoice or estimate print views

To add HTML to invoice or estimate print views:

1. In ServiceTitan, go to the navigation bar and click Settings > Operations > Business Units.

2. Edit the desired business unit.

3. Edit the Invoice Header, Invoice Message, or Acknowledgement Paragraph fields and add the desired HTML code.

4. Save changes.

Add HTML to job or invoice or Estimate Summaries

To add HTML to the job:

1. In ServiceTitan, go to the navigation bar and click the specific job.

2. On the Job page, click the Edit pencil.

3. Add the desired HTML in the Summary field.

4. Click Save.

To add HTML to Invoice Summary:

1. On the Invoice page, click Update Invoice.

2. Add the desired HTML in the Summary field.

3. Click Save.

Examples of HTML tags supported in ServiceTitan

• Add image: <img src="link_to_image.jpg">

• Change font family: <p style="font-family:courier;">TEXT</p>

• Change font color: <font color="red">TEXT</font>

• Underline text: <u>TEXT</u>

• Bold text: <b>TEXT</b>

• Italicize text: <i>TEXT</i>

• Change font size: <font size="7">TEXT</font>

• Link to webpage: <a href="link_to_webpage.com">TEXT</a>

• Center text: <center>TEXT</center>

• Highlight text: <mark>TEXT</mark>

Here are the examples of HTML in the UI:

Here are the examples of HTML in the ServiceTitan Mobile application:

Want to learn more?

• See Customize email templates

• See Add and edit business units