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Work invoice sample for Operations

how to fill out a job invoice as an hvac technician in the field you need to know how to fill out a job invoice so that's the reason i'm going to do this video today and show you how if you're going to customers houses and you're doing repairs then you need good paperwork if you're going to a customer's house and you're selling a new piece of equipment you need good paperwork and i'm going to talk about why it's important to have good paperwork today and the reason really it's important is because you can better serve the customer you can better serve the company and better serve yourself and you can protect yourself and your company so today let's get started with tips for technicians i'm tad let's go ahead and look at the invoice and i'll talk about the tips and show you how to fill it out so this is the job invoice and somewhere on this invoice there needs to be your information right it could be up here at the top and you can actually have an online platform that has online paperless invoices and that's something that's big right now this is a paper invoice we've got two or three copies and one of these would be given to the customer after filling out the invoice so you have your information on here your address your phone number your email and then you have a section where you put the customer's information your bill their billing information because right here there's job location there's job name number because this right here the job location may be different from the billing location okay so keep that in mind you might have two separate sections and you need to know how to fill that out so you have day work or contract say it's a finance job you might need to uh just mark that box contract or day work it may be day work order taken by you can put your initials here you've got the customer's phone number you can put their email if you want down here and then date of order so what date did you agree on this also the reason you want paperwork is this once it's signed it is more of a contract it's more binding and if somebody decides to back out last minute and or not pay you then you have this so this can be able to help you uh keeping a good paper trail is not only good for keeping up with what you've done but also it is good for you to be able to have in case you have a person that tries to not pay you so all right so i want to tell you that if you go to repair somebody's equipment you need to write the model serial number down you need to write the equipment's brand and that way later on down the road you have another technician go you want to keep up with what you're doing now let me break and let's talk about why you want to keep up with so the reason you need to keep up with what you're doing is because say a customer has a leak and you don't really know how much refrigerant you're putting in or when you've put in refrigerant keeping good paperwork is a good way to keep up with what you've done so if you've been adding refrigerant every single year then you need to probably fix the leak and another technician goes out and goes oh we put five pounds in three months ago we need to go ahead and fix this so that's a good thing to have let's go ahead and talk about the ticket more so the job invoice here you have got after you put your materials whether you're running gas line putting in new equipment you have your price say you're putting in 10 pounds of refrigerant you put what refrigerant it is then the price per pound and then you add it up you go down here total materials lines up and then you've got total labor what's your service call what's the rate for that service call did you have any additional hours of labor if so then what is the rate for that labor cost then you bring that down you total up your labor you total up your materials total up other now you have a section for other here if you have a service and clean if you have a pm something that wasn't accounted for then boom you put that in total other charges and then you put your total amount okay now this is the date completed this is very important because usually i go by this date when i register the equipment okay and this is another good way to keep up with when the equipment was installed when it was commissioned then you can register it the day that it was fired so you have your work ordered by that's you and then you have your signature of your customer also we put down here i hereby acknowledge the satisfactory completion of the above described work so when they sign right here you can have something like this to where they're signing and they're agreeing that this is satisfactory work and it was completed also we put late charges will apply bids are good 30 days from date of invoice and why do you put bids are 30 uh good for 30 days because what if you have a price increase let's take a break let's talk for just so manufacturers have price increases every single year and what if you give that bid and then 30 days later you have a 5 increase you're going to want to put that increase into the bid so that you don't lose money because we're not in business to not make money we're in business to make money now i want to tell you something else that's really key with paperwork all right let's go back to the paper so say you're going to a house and you are putting in a new unit and you're tying on to the existing duct work and you're not doing all new duct work you would want to put that over here description of work you'd want to put a new package unit or new split unit tying on to the existing ductwork or older duct work and the reason you want to put this down is because what if the customer calls you back six months later and he has issues and you go out there and the duct works undersized or there's a part of the ductwork that you didn't see that wasn't modified correctly for that unit and he has issues or she has issues and then you have to do some duct modifications that are going to cost money you're going to have or you're going to have to rip out the whole duct system and that customer says oh well we talked about this and this is something that you discussed with me and i feel like that you need to replace this no charge and this is something that may happen to you in the field there are people that try to take advantage i hate it but there are most customers are really nice and i have a good experience but some customers they are really not that nice and they just want to get it as cheap as possible regardless if they have to do something bad so let's always make sure that on our paperwork we put the exact thing that we did and we discuss it with the customer before the scope of the work is ever completed or started that way you know for sure and then you keep that paperwork in a file in a cabinet and a folder and it's organized and it's alphabetically labeled so that you can find it and you can quickly look at it call the customer go oh you know what the so-and-so we discussed this is exactly what we did so and this is a way to protect you you see you need to protect yourself there's platforms online for these online paperless job invoices and i can't recommend one because we don't use that method we actually use the paper method and it's just a easy way to do things and it's the way we've always done it if you know of a paperless electronic method comment below let me know what you're using if you have any questions about filling out in job invoices if you need more information let me know i'm here to help you this is tad reminding you i'll keep you cool if you let me