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What to include
- Your business name, contact details, and license number
- Customer name and service address
- Diagnostic or trip fee on its own line
- Labor hours and rate for the repair or install
- Equipment model and serial numbers for installs
- Refrigerant and parts on separate lines
Tips
- Put model and serial numbers in the line description for warranty claims.
- Bill seasonal maintenance plans as a flat recurring line.
- Note the warranty period for parts and labor.
Questions
How do I invoice a full system install?
Many HVAC businesses take a deposit before ordering equipment and bill the balance on completion. Show the deposit as a separate line so the balance due is clear.
Do I charge tax on HVAC work?
It depends on your state and whether you are selling parts, labor, or both. Check local rules or ask an accountant, then enter the rate in the tax field.
More invoice templates
Related guides
This template is general information. Requirements for invoices vary by place and industry, so check local rules or ask an accountant.