Unit Price – The dollar amount of a single material or service.

Materials & Services – A very brief description of either the product or service being charged.

(Quantity) – The number of Materials or Services that were purchased or used during the job. This will require the following to be inputted: Looking at the left side of the invoice, enter the Full Name of the client, their Address (Street, City, State, and ZIP Code), their Cell Phone Number, the time at which they should be Called Before (e.g “2 PM”), the Location of the job, the Job Name, Job Phone (phone of the technician working on the job), who Prepared the invoice or job, and the Name of the technician.īelow the client info, enter the charges that were amassed during the job.

To resize the logo, the edges can be dragged until the correct size is reached – once satisfied, make sure to save the document.

Drag the logo to the upper-left hand corner, and click once it is in the desired position.

Select the desired image from your computer and click “Open” once the correct logo has been selected.

To add a company logo, hit “Add Image” at the top of the page (it’s two (2) spots over from the “Edit” button).

It should now be highlighted, to which it can be deleted by hitting the “delete” key on the keyboard.

In Edit mode, click and drag a square over the “Logo Here” box – then let go once the square is completely covering the box.

Delete the black “Logo Here” placeholder by first selecting “Tools,” then “Edit.”.

To insert a company Logo on the invoice using Adobe PDF, do the following: Starting in the top-left corner, enter the Name of the HVAC company, its Address, and the office Phone Number.

The Google Docs and Google Sheets links will open within Google, and you can click File > Make a copy to download a copy to your own Google account.Download the HVAC invoice in Adobe PDF or MS Word (.docx).

The Microsoft Word and Excel documents will immediately trigger downloads of that file which you can edit and “save as” to create new invoices.

JobFLEX has made a variety of templates so you can find one that easily fits the needs of your HVAC business. We provide these so you can get paid quicker and without the stress of having to create every individual invoice from scratch. These templates are consistent and professional looking so mistakes will be a thing of the past.

That’s why JobFLEX created free invoice templates for HVAC contractors. One of the most difficult parts of an HVAC business is keeping up with invoices because if you don’t send them out you aren’t getting paid, and when you create them by hand a mistake can be costly. Running an HVAC business is stressful enough, and the never-ending list of paperwork that needs to get done doesn’t make it any better.

Microsoft word hvac invoice template