Maintenance Agreement Software
HVAC maintenance agreements are crucial for driving revenue, with a successful maintenance contract program easily accounting for 50% or more of your HVAC company’s annual revenue. Below, we’ve delved into
HVAC maintenance agreements are crucial for driving revenue, with a successful maintenance contract program easily accounting for 50% or more of your HVAC company’s annual revenue. Below, we’ve delved into
FieldPulse Engage Engage is a fully integrated VOIP phone system to manage your customer interactions, including phone calls, text messaging, voicemail, and more. Engage saves […]
If you’ve recently started a contractor business, you’re probably ready to start billing customers. It’s an exciting step because it means you’ve gotten new work and you’re about to make money. But you have to present the bill to get paid. And you’re probably asking, “how do I create a contractor invoice?”One of the best options is to use a contractor app for invoices. But let’s look at what’s included in great invoice and how you can generate invoices quickly.
[cta id=’2332′]
There are a number of basic details every invoice should include to serve as a record of the work done. Whether your customer needs the document to satisfy an insurance claim, they’re saving the record for the sale of their home, or they need a receipt for business records, an invoice has to have the right information to be useful.Every invoice should include these points:
To get started, below you can download a simple, clean template we’ve developed for easy editing in Microsoft Excel. It addresses all of the points above and will save you from creating something from scratch. You’ll just need to updated the fields to match your information and you’ll be ready to create invoices. As a tip, when you’ve finished the invoice, make sure to use the “Save as PDF” option before sending to your customer.
While invoices are fairly simple documents to create, it can be a hassle opening your editing program, manually typing data, then printing and sending. Instead, many contractors are using contractor software like FieldPulse to manage customers, jobs, and schedules then easily generate estimates and invoices.The advantage to software like this is that it’s designed to be used in the field or the office. And it allows you to create invoices on the go without having to manually enter too much information. For example, if you’re already onsite with a customer, you can quickly generate an invoice using the job details and customer information previously entered. Then you can email the invoice to the customer, or even better, collect payment on-site. Having an application like FieldPulse can save you a lot of time generating invoices. Sign up now for a 14-day free trial.If you’re not ready to try FieldPulse for invoicing, here is an instantly downloadable contractor invoice template to get started.
[thrive_leads id=’1619′]