9/12/2023 0 Comments Customizable hvac invoices![]() I am getting ready to open an HVAC business and have looked at nearly all the other service softwares (actually downloaded and operated) I kept finding myself going back to ServicePal over and over. We are always just an email, chat or phone call away.įirst, I want to say thanks to Andrew at ServicePal for being very helpful. When I found ServicePal on the App Store, I was immediately impressed by how simple the program works." In an attempt to "go green" and simplify an ancient dispatching system, I've spent thousands of dollars trying to "go paperless" only to have a programs that are too complicated or fail to deliver as promised. "I am the owner of The Pipe Doctor Plumbing, Heating & Air Conditioning, service company on Long Island, NY. Our technicians track their time sheets in the App, which allows the office staff to monitor them throughout the week and have a quick reference point." We have repair forms that allow the technician to add images, which our customers love. The app allows you to make custom forms online that can be edited within seconds. We started using the app just over a year ago and it has helped streamline our business and stand out from our competitors. "Service Pal is a great app for our HVAC business. I always have a response to my questions via phone or email within hours." As a HVAC owner I was able to customize invoices, proposal forms and contracts to meet my needs. Import customers from QuickBooks Desktop and QuickBooks Online. Add forms specific to your manufacturer (Carrier, Bryant, Lennox, Goodman, York, Trane etc.) Equipment inspection (AC), Equipment inspection (Boiler), Equipment inspection (Water Heater), Equipment inspection (Furnace) Dispatch jobs while in the field and collaborate with your team. Customize invoices using drag/drop Form Designer (PC/Laptop required) Custom invoice formats (capture signatures, photos and other information specific to your business) Record payment and email/print receipts Offer discounts, coupons and specials to customers Print invoices and inspection documents on AirPrint printers in your truck or office Email estimates and invoices on the spot ![]() Turns your iPad into an electronic clipboard Send reminders to homeowners the day before appointments.Gain more Google reviews, with automated text messages.Swipe debit/credit cards today at 2.75% flat rate (requires merchant account.Save time and money by going paperless with your business.Gain a competitive edge by customizing your forms with coupons and customer specials.Drop in your logo, and book revenue today! READY TO GO invoices, work orders and maintenance agreement templates.Automatically schedule jobs based on service agreements. Track equipment and keep track of service agreements. Manage your jobs, schedule, dispatch, invoice, estimate and record payments from anywhere. ServicePal for HVAC is the #1 app for HVAC technicians. HVAC and Plumbing inspections forms included. More custom invoice formats, than any other app. ![]() Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).Create professional estimates, invoices and work orders while on the job.Total: Outline the total amount due from the customer, after tax.This is legally required to provide on invoices, and your rate may differ depending on where you run your business. Tax: Indicate the tax rate applied to the subtotal.Subtotal: Add up the subtotal of your goods or services, before tax has been applied.For each line item, include a brief description, quantity, individual unit price, and total price. Line Item: Add individual line items for each unique good or service you provided.Dates: Include the date when your invoice has been issued and the date when payment is due. ![]() For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001. You can format this based on sequence and customer. Invoice Number: Include a unique invoice number to help you track down this invoice in the future.Customer Details: Under "Bill To", add your customer's name, address, and contact information.Company Details: Add your company name, address, phone number, and logo to the top-right corner. ![]()
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