Open up our Google Doc and make your own copy, which you can save in your Google Drive. If you prefer to work in Google Docs, you can use our Google Doc invoice template. Simply add in the specifics of your invoice, save the document as a PDF and email it to your client. With our Microsoft Word template, your document is all set up for you so you won’t need to fiddle around with adding line items and totals and making sure that the margins look professional. If you typically work in Microsoft’s Office Suite, this could be a good invoice template for you to download. You can require some money before you begin and allow them to pay the rest after the work has been completed.Microsoft Word is used for general documents such as letters or reports. Remember that you do not need to ask the customer to pay the full amount upfront. The client is known for missing payments.Your project has predetermined project milestones.The job requires a deposit for significant equipment or materials.In the case of consistent recurring work, you can opt to send monthly or quarterly invoices.Īdditionally, there are a few scenarios where it would be appropriate to send invoices before the work has begun. If you wish to maintain or build a lasting relationship with your client you may want to give them some leeway and send the invoice within a week of completing the work. If you have a small scale job you can send the invoice on the spot as soon as the work has been completed. Of course there is common ground like what needs to be included in your invoice, but what about deciding on when to send the invoice to your client? You always want to maintain a level of professionalism while still staying on track with payroll and expenses. There are many tips on how to send an invoice, however invoicing best practises are not always universal, as scenarios may change depending on scope of work and client. When to Send Clients an HVAC Service Invoice? QuickBooks invoicing software will automatically update your accounts once the invoice has been processed so you can gain quick insights into your business. This will create a seamless link between present repair work and the sale of a service contract.Ĭontracts and invoices will keep you on track of revenue and profits so you can ensure you’re reaching your targets. If you don’t yet have a contract with the client, you can include a section on your invoice where the customer can choose their plan and sign up on the spot. The invoice’s role will be to break down exactly what they are being charged for and ensure that you are being paid on time.Įvery invoice can be used to offer an opportunity for your clients. ![]() The client can get special pricing on check ups for early problem detection, and repairs when components get worn down due to drastic weather changes – and your benefit will be that you have gained a new returning customer.Īn HVAC contract will also allow you to maintain organized files on each of your clients and the services that you provide them. ![]() It will ensure security so both parties understand the scope of work that will be performed as well as the cost of that work.Ĭontracts can also add versatility in terms, such as offering discounts and priority service if a client agrees to sign with you for a year or more. If you are starting an HVAC business, it’s important to note that HVAC contracts will provide various benefits to you and your clients. Why Use an HVAC Contract and Invoice for Client Work?
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