Tech tip: In tenant/landlord situations, make sure you have the contact and payment information that you can actually use.Ī service invoice’s data collection duty doesn’t stop at the customer.With a card on file, invoices can be completed quickly and easily with just a signature. If you’re doing things right, most customers will be repeat customers. Having a current credit card on file makes completing transactions easier for everyone. Take it a step further and securely store payment information for each customer. Real-time communication is often necessary to keep scheduling coordinated. Appointments are typically scheduled within a window of time, and you know that calls have a way of taking longer than expected. Use each service invoice as a vehicle to collect and store information to streamline future interactions.Įnsure you have up-to-date customer contact information, including phone number and email. We’re taking a deep dive into 5 best practices that really make the difference, specifically for HVAC contractors. So stick around, because this isn’t your typical best practices run-down rehash. Since there’s a representative physically present, the game becomes less about exuding authority and more about reducing friction and expediting the process. With so much invoicing happening in the field, facilitated by the techs completing the repairs, the universal tactics to command prompt payment become less relevant. Service work often accounts for the majority of an HVAC company’s invoicing. In the HVAC world, the function of a service invoice goes well beyond that of a simple receipt. HVAC contractors have a unique set of challenges to address with their invoicing, as well as a unique set of opportunities to seize. Sure, the tried and true fundamentals are sound-be clear, be detailed, be professional-but the real secret sauce of a great invoicing process is industry-specific. But invoicing best practices aren’t universal.

That much is true across every business and every industry.

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