An HVAC service work order is used by companies that specialize in working on heating, ventilation, and air conditioning systems to record customer requests for work to be done. After the work order has been signed and submitted, the client will be liable for payment after the work has been performed.
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HVAC services are complex – with the variability in installations, the components that make up the systems, and the number of things that can go wrong, having a means of recording every detail of a job is extremely important. Technicians not only require a clear understanding of what needs to fixed/installed, but they need to have a means of detailing each labor and product cost for the customer in order to get their approval for work to begin. Digital templates are recommended as they can’t be lost, they can be sent to a customer or technician at a moment’s notice, and they can be easily stored for seamless record-keeping.
To sufficiently document all parts of a job request, work orders need to contain a minimum of the following:
HVAC Invoice – After the service is complete the client will be billed through an invoice. Download: Adobe PDF, MS Word, MS Excel
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