![]() These fields can be customized for your particular needs.- Bounce-back coupon to encourage customers to call again.- Co-op advertising space will enable you to save money when printing your invoices. This will help avoid conflicts and confusion after the service is performed.- Parts Removal notice requiring customer initials to ensure they understand you dont keep old parts and in fact, you recycle them to help the environment.- Waiver of Right of Rescission to help discourage customers who may want to try to cancel a job after its already been done.- Pricing area that includes Regular Rate, Value Rate and Potential Savings to really emphasize the benefits of your maintenance program.- Credit card area that allows tech to imprint card through NCR form - eliminates the risk of mistakes when copying card data- Detailed data recording section for 2 separate HVAC systems where the technician will log system performance data for indoor and outdoor equipment.- Refrigerant Log for R22 and R410a- Technician checklist that helps encourage the use of shoe covers, floor mats, door hangers and more. These can be modified for your particular needs.- 3 separate areas for Nature of Problem, Diagnosis and room for 3 Recommendations.- Authorization field for customer to sign before work is done. As the technician reviews these unique items with the customer, it will not only provide opportunities for add-on sales, it will reinforce your professionalism and thoroughness as well, and build good will with the customer.Besides the normal name/address/phone number info, here are some of the key features of the Ultimate Service Invoice:- Overall graphic design softens the impact of your normally impersonal bill - Check boxes for system accessories that make it easy for the technician to bring up add-on sales opportunities. It includes several unique features that should enable you to increase your average ticket, and encourage repeat business. The Service Roundtable Ultimate HVAC Service Invoice is designed to help guide and monitor your technicians through your sales and service process. ![]() Home > Solar > Tech > Serviceroundtable Ultimate Service Invoice - HVAC Serviceroundtable Ultimate Service Invoice - HVAC
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