It’s also a good time to discuss recommended options for upgrading to a more efficient HVAC system. The best way for HVAC companies to get paid quickly and effortlessly is by generating an electronic HVAC service order invoice and delivering pricing to the customer before ever leaving the job site. Invoicing software such as ServiceTitan gives your techs the opportunity to personalize customer service by clearly explaining the work completed and how much the customer owes. Email HVAC invoice forms directly to the customer. Get your HVAC technicians to warm up to the idea of providing stellar HVAC service and making sales by following these 10 best practices of HVAC invoicing: 1. “You have to keep up with the technology, because it’s constantly changing and it’s more sophisticated equipment,” Graham says. “The equipment age and the home age, and wrap it all up into a presentation, and it sells itself, basically.”įor commercial HVAC jobs, knowledge and presentation are especially important, he says, because a contractor must typically work through a chain of command to get sign-off for an HVAC service invoice. “Look at the whole picture, for installation and just for everything,” Graham says. The key to making everyone happy? Communicating in a knowledgeable, but easy-to-understand and presentable way, says Chris Graham, who runs a one-man air conditioning and refrigeration business for residential and commercial HVAC customers in Texas. If the customer has some kind of concern, they can address those, and by the end of the day, they close the job and make sure everybody’s happy,” Matveev says. “We want to make sure whoever we send out there, they can explain it really well. He also makes sure the techs present good, better, and best choices on every invoice. Nikolai Matveev, owner of Cardinal Plumbing, Heating & Air, offers weekly training sessions to help his technicians and sales staff clearly explain to customers the complicated mechanical topics listed on the HVAC service invoices. They also need to be on the lookout for opportunities to upsell products and services, and clearly communicate the benefits of each as they present an HVAC invoice to the homeowner. Educating Customers with HVAC InvoicesĪ skilled tradesman in the HVAC industry knows exactly how to repair a furnace or install a new compressor, but that’s only one part of an HVAC service technician’s job. Your customers will appreciate the helpful information, making it more likely your techs can close the deal on the spot. Wow those one-time callers into becoming repeat HVAC customers with a digital invoicing system and HVAC invoice template that clearly shows good, better, and best options for equipment repair and replacement. Would they like to earn a discount on future repairs by submitting an online review or referring a customer? If the latter applies, your home services company likely misses out on upsell opportunities that can bring in much more profit than a one-time HVAC service call:ĭoes the customer know how much money they can save on their heating and cooling bills by installing a new, higher-efficiency system?Īre they interested in a service contract, so they no longer need to worry about scheduling preventive maintenance? When presenting customers with an HVAC service invoice, do your techs take the time to educate them about their home’s heating and air conditioning systems? Or, do they simply do the A/C tune-up or furnace repair, bill the customer as they pull out of the driveway, and move on to the next job? » Want to grow your HVAC business? Click here to get a demo. HVAC invoices fuel your company’s operations, often making the difference between net profit growth and scrambling to meet payroll each month. Running a profitable HVAC business requires carefully billing customers for the services, repairs, and equipment your heating and air conditioning company provides. Make invoicing easy with an HVAC invoice process your techs will love
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