The busier you get with new clients and jobs, the time you have to focus on paperwork, unless you are using HVAC invoicing software of course..
We put together this list of common mistakes to avoid so you can get paid faster, cut back on paperwork, and make invoicing breeze..
One of the biggest invoicing mistakes HVAC professionals make is not giving customers invoice before they leave the job site..
The customer can confirm that they understand the charges and you can clarify when payment is due and how they can pay..
Your invoicing process should involve taking notes about the work that was done, including when the job was completed, how long it took, what parts were used, and any relevant details.
For instance, you want to have record of it in case the customer questions the extra charges..
That's why it's helpful to include breakdown of individual costs and the subtotal and the total after tax ..
Otherwise, the customer might not realize discount was applied and expect the lower rate on future work..
With the right approach, invoice can do more than get you paid for the job it can help you secure future cash flow, too..
Consider offering service contract as add-on and make it possible to add that cost to the invoice..
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