SIMPLE TO LEARN AND QUICK TO USE
Built for Pros: Free HVAC invoice template from Housecall Pro
This HVAC invoice template is a quick and easy way for HVAC technicians to conduct a job, record results, and share a professional invoice with a customer in minutes!
Here’s Everything Included in Our HVAC Invoice Template
Creating accurate and thorough invoices is a top priority for any HVAC company. Having a simple, straightforward repair invoice template makes that a whole lot easier. Our HVAC invoice template features:
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Step-by-step instructions that walk you through the entire template
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Simple customization to add your company logo and personalize for your brand and customer
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The ability to add multiple line items and custom sales tax
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Built-in formulas that save you time calculating totals from the numbers you input
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A blank invoice form that is ready to print and use on the job site
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Download our HVAC repair invoice template
FAQ
- What is an HVAC invoice template used for?
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HVAC professionals and companies use an HVAC invoice template to bill their clients for services. This template includes details like the service provided, the cost of labor and materials, any taxes or fees, contact information for both the client and the HVAC company, and payment terms.
Using an HVAC invoice template ensures that all important details are included and presented professionally. It also streamlines the billing process for both the HVAC company and the client, making it easier to track services provided and payments received. As an added bonus, having a standardized template can help prevent errors and disputes over billing.
- What does an HVAC invoice template contain?
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An HVAC invoice template typically includes these elements:
Header: This section has the name and logo of the HVAC company, along with contact information such as address, phone number, email, and website.
Invoice Number and Date: Each invoice should have a unique identifier, usually an invoice number, along with the date the invoice was issued.
Client Information: This includes the name, address, phone number, and email address of the client receiving the services.
Description of Services: This offers a detailed breakdown of the services provided, including any labor performed and materials used. It may include items for installation, repair, maintenance, or consultation services.
Itemized Charges: This is a list of each service provided and the related costs. Itemized charges can include hourly labor rates, the cost of materials, and any additional fees or taxes.
Total Amount Due: This includes all charges—including taxes and fees—that the client must pay.
Payment Terms: This section covers any terms or conditions related to payment, such as the due date, accepted payment methods, and any late fees or discounts for early payment.
Notes or Terms and Conditions: Any additional information or terms relevant to the invoice, such as warranty details, return policies, or guarantees, are included in this section.
Signature: This is a space for the client to sign and acknowledge receipt of the invoice, if necessary.
Payment Instructions: This section provides information on how the client can make payment by check, credit card, or online payment portal, along with any payment details.
By including these elements in the invoice template, the HVAC company and the client can rest assured that the correct information is listed and that the billing process is straightforward and transparent.